News By Tag
News By Place
AdvisoryWorld to Exhibit at Schwab Impact 2016
AdvisoryWorld President and COO to Exhibit Advisor Proposal Generator and SCANalytics Technology at Booth 419-3
As a participant in Schwab OpenView MarketSquare™
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 AdvisoryWorld at Booth 419-3.
# # #
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/