AdvisoryWorld to Exhibit at Schwab Impact 2016

AdvisoryWorld President and COO to Exhibit Advisor Proposal Generator and SCANalytics Technology at Booth 419-3
 
 
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Tags:
* Financial Advisors
* Fintech
* Financial Planning

Industry:
* Finance

Location:
* Los Angeles - California - US

Subject:
* Events

LOS ANGELES - Oct. 24, 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 their President & COO Michael Wilson will be exhibiting at the Schwab Impact on October 24 - 27, 2016, at the San Diego Convention Center.

As a participant in Schwab OpenView MarketSquare™, AdvisoryWorld will be exhibiting their proposal generation, portfolio analytics, and investment planning technology at Booth 419-3. Schwab OpenView MarketSquare™ provides technology ratings and reviews, exclusively by and for advisors who custody with Schwab Advisor Services™.

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.

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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 visithttp://advisoryworld.com/.

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