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AdvisoryWorld to Speak and Exhibit at 2016 SS&C Deliver Conference
AdvisoryWorld President and COO to Speak in SS&C Deliver's Advisory Integration Network Session and to Exhibit AdvisoryWorld Technology at Booth A5
As an SS&C | Advent Alliance Partner, AdvisoryWorld will be exhibiting their proposal generation, portfolio analytics, and investment planning technology at Booth A5. Additionally, Michael Wilson will be one of the few Alliance Partners speaking at this year's conference as he will participate in the Advisory Integration Network Session on Wednesday, September 14, 2016, from 1:30 to 2:30 PM in the Harbor B Room. SS&C | Advent Alliance Partners are FinTech industry leaders that help advance technology standards and give SS&C | Advent clients access to a wider range of resources.
The AdvisoryWorld 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 for financial advisors. 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. SCANalytics is a technology application that automates the back testing of portfolios for proposal, periodic reviews, and suitability reviews. For more information, please visit AdvisoryWorld at Booth A5.
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AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, proposal generation technology for the financial services industry. AdvisoryWorld technology is fully customizable to suit a client's branding and workflow dynamics or can be 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 http://advisoryworld.com/