AdvisoryWorld to Attend TD Ameritrade Institutional 2016 Technology Summit

By: AdvisoryWorld
 
LOS ANGELES - June 27, 2016 - PRLog -- AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, and proposal generation, and customized investment technology for the financial services industry, today announced that they will be attending TD Ameritrade Institutional's 2016 Technology Summit on Tuesday, June 28, 2016, in Dallas, TX.

AdvisoryWorld's President and COO Michael Wilson will be in attendance. Wilson will be sharing information on AdvisoryWorld's technology that has received awards from TD Ameritrade Institutional for its integration with the Veo® platform.

The AdvisoryWorld Advisor Proposal Generator provides an intuitive and repeatable process for analyzing investor risk and portfolio performance characteristics, designing and implementing investment strategies, and ultimately generating powerful, white labeled client proposals. AdvisoryWorld's Batch Analysis Tool automates the computation and visualization of multiple performance and diversification risk factors across a firm's entire book of business, highlighting outliers and generating user-set alerts and flags for advisory firms to act on. For more information, please visit www.advisoryworld.com/tdai.

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About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, proposal generation technology for the financial services industry. Their technology is fully customizable to suite a clients branding and work flow dynamics or delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.

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Jacqueline Silva, Silva Communications
***@silvacommunications.com
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Source:AdvisoryWorld
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Tags:Financial Advisors, Fintech, Financial Planning
Industry:Financial
Location:Los Angeles - California - United States
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