AdvisoryWorld to Attend American Portfolios 2016 Connections National Conference

AdvisoryWorld's VP of National Sales to Demo Advisor Proposal Generator and SCANalytics in Connections Tech Cafe
 
 
Spread the Word
Listed Under

Tags:
* Financial Advisors
* Fintech
* Financial Planning

Industry:
* Finance

Location:
* Los Angeles - California - US

Subject:
* Events

LOS ANGELES - Sept. 13, 2016 - PRLog -- AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry, today announced that they will be attending American Portfolios 2016 Connections National Conference on September 14-16, 2016, at the Baltimore Marriot Waterfront in Baltimore, MD.

As a recent addition to American Portfolios' web service providers, AdvisoryWorld will be first introduced to American Portfolios advisors at the 2016 Connections National Conference. AdvisoryWorld's Vice President of National Sales, Ed Fahlstrom, will be in attendance and will demo AdvisoryWorld's SCANalytics and proposal generation technology in the Connections Tech Café.

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. SCANalytics is a technology application that automates the back testing of portfolios for proposal, periodic reviews, and suitability reviews.

For more information, please visit Ed Fahlstrom in the Connections Tech Café or contact Ed directly (efahlstrom@advisoryworld.com) to schedule a meeting onsite.

#          #          #

About AdvisoryWorld

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/.

Contact
Jacqueline Silva
Silva Communications
***@silvacommunications.com
End
Source:AdvisoryWorld
Email:***@silvacommunications.com Email Verified
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
Silva Communications News
Trending
Daily News
Weekly News



Like PRLog?
9K2K1K
Click to Share