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AdvisoryWorld to Sponsor and Exhibit at FTJ FundChoice 2016 Advisor Summit
AdvisoryWorld President and COO to Exhibit Advisor Proposal Generator and SCANalytics Technology at Booth 402
AdvisoryWorld's President and COO Mike Wilson will be in attendance at Booth #402 where he will exhibit the Advisor Proposal Generator and SCANalytics technology. The Advisor Proposal Generator is an integral part of FTJ FundChoice's advisor technology offering and Market Movement Strategies, a platform for optimal portfolio construction. FTJ FundChoice advisor clients access the Advisor Proposal Generator via the FTJ FundChoice Advisor Portal. Upon logging in to the Portal, advisors are guided through prospect account data entry and aggregation, risk questionnaire delivery and receipt, risk tolerance assessment, and ultimately, white-labeled client proposal and investment fact sheet generation.
Wilson will also exhibit SCANalytics at the FTJ FundChoice 2016 Advisor Summit. 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 402.
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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 visithttp://advisoryworld.com/