Tech to help bank "efficiently develop personalized investment strategies". St. Paul, Minn.-based Bremer Financial is supplementing the wealth-management platform it launched earlier this year with Advisor Software Inc.'s (ASI) "Client Acquisition Solution," which lets advisors to produce customized investment proposals for existing and prospective clients.

Scenarios

"ASI's Client Acquisition Solution allows our portfolio managers to efficiently develop personalized investment strategies for our clients reflecting our unique investment philosophy," says Joel Reimers, CIO of Bremer's Investment Management & Trust Group.

In essence the software helps advisors analyze portfolios and weigh different allocation scenarios and risk-based, time-framed outcomes.

Lafayette, Calif.-based ASI provides investment-analysis software to asset managers, broker-dealers, banks, insurance companies and other financial companies.

ASI offers a 14-day trial to its Client Acquisition Solution.

Bremer, a banking, investment and insurance company, has about 100 branches in Minnesota, North Dakota and Wisconsin. -FWR

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