AdvisoryWorld to Sponsor and Exhibit at 2016 eMoney Advisor Summit

AdvisoryWorld to Exhibit SCANalytics Integration within emX Select Dashboard and Advisor Proposal Generator
 
 
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Tags:
Financial Advisors
Financial Planning
Fintech

Industry:
Finance

Location:
Los Angeles - California - US

Subject:
Events

LOS ANGELES - Sept. 20, 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 the 2016 eMoney Advisor Summit on September 21-23, 2016, in Data Point, CA.

As an eMoney Integration Partner, the AdvisoryWorld SCANalytics platform and data are accessed by eMoney advisors via multiple points within the emX Select Dashboard. From the Reports page of emX, users of both systems can run AdvisoryWorld's Detailed Analytics, Holdings Scan, and Fact Sheet's reports for one or all of their client accounts. Additionally, advisors who utilize the AdvisoryWorld integration can quickly access these same reports from an individual client's Overview Page, for interactive financial planning.

AdvisoryWorld's VP of National Sales Ed Fahlstrom will be exhibiting SCANalytics technology as well as the Advisor Proposal Generator at the 2016 eMoney Advisor Summit. 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. For more information on the AdvisoryWorld emX integration, please visit http://www.advisoryworld.com/media/19988/AdvisoryWorld-eM... or stop by the AdvisoryWorld booth.

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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/.

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