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AdvisoryWorld to Sponsor and Exhibit at FTJ FundChoice 2018 Advisor Summit
AdvisoryWorld President & COO to Exhibit Custom Proposal Generation Technology
As an FTJ FundChoice technology partner, AdvisoryWorld's President and COO Michael Wilson and Ed Fahlstrom, VP of National Sales, will be exhibiting custom-built technology developed in collaboration with the FTJ FundChoice developer team, Orion Advisor Services, and Mineral Interactive. This custom technology, named Portfolio Target, is an advisor-led digital advice solution that helps advisors compete with robo-advisor platforms. AdvisoryWorld lent FTJ FundChoice their expertise specifically in the creation of Portfolio Target's custom lead acquisition, portfolio modeling, and risk and goals-based proposal generation.
AdvisoryWorld will also exhibit its Advisor Proposal Generator along with SMA sleeve capabilities and interactive scenario analysis and stress testing. Furthermore, AdvisoryWorld will showcase its SCANalytics app at the FTJ FundChoice 2018 Advisor Summit. SCANalytics automates the back-testing of investments and portfolios for research, fact sheet construction, and suitability reviews. For more information, please visit AdvisoryWorld at Booth 209 or visit advisoryworld.com
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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.
Page Updated Last on: Jan 29, 2018