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AdvisoryWorld to Unveil Customized Version of its Advisor Proposal Generator at APFS Connections '17
AdvisoryWorld's VP of National Sales to Demo Custom Advisor Proposal Generator at American Portfolios National Conference, Connections 2017
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. This new custom version, made exclusively for APFS, incorporates the APFS Risk Profile Questionnaire, platform groups, and manager minimums, all accessed via a single sign-on from the APFS system further streamlining the generation of customized proposals and Investment Policy Statements.
AdvisoryWorld's established technology suite that includes Acquire, the Advisor Proposal Generator, SCANalytics, and Intelligence tools, supports advisors throughout the entire prospect-to-
For more information, please contact Ed directly (efahlstrom@
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AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is 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 www.advisoryworld.com.
Jacqueline Silva, Silva Communications
Page Updated Last on: Oct 24, 2017