AdvisoryWorld to Attend the 2018 Albridge Forum

 
 
AdvisoryWorld
AdvisoryWorld
 
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Tags:
* Financial Advisors
* Fintech
* Advisor Technology

Industry:
* Finance

Location:
* Carlsbad - California - US

Subject:
* Events

CARLSBAD, Calif. - Sept. 7, 2018 - PRLog -- AdvisoryWorld, a leading software provider for financial advisors, today announced they will be attending the 2018 Albridge Forum on September 13 – 14, 2018, at the Westin Chicago River North.

As an Albridge integration partner, AdvisoryWorld's VP of National Sales Ed Fahlstrom will be in attendance, exhibiting AdvisoryWorld's leading technology suite and Albridge integration. Albridge users can access AdvisoryWorld's Reports on Demand integration directly through the Wealth Reporting AppLink to generate asset allocation and portfolio analytics reports with single clicks on an investment ticker, account number or client household.  Via a single sign-on into AdvisoryWorld's SCANalytics application, advisors can continue their workflow, seamlessly importing client, account and positional data. AdvisoryWorld plans to integrate its Advisor Proposal Generator app with Albridge in the first quarter of 2019.

AdvisoryWorld's established technology suite includes the ACQUIRE client on-boarding application, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools, supporting advisors throughout the entire prospect-to-client lifecycle. In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables RIAs and other investment professionals to assign suggested asset allocation models to individual investors which are in alignment with their risk tolerance and satisfy their financial goals. For more information, please visit the AdvisoryWorld at the 2018 Albridge Forum or visit http://advisoryworld.com/.

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About AdvisoryWorld

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 35,000 investment professionals nationwide. For more information, please visit http://advisoryworld.com/.

Contact
Jacqueline Silva
Silva Communications
***@silvacommunications.com
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Source:AdvisoryWorld
Email:***@silvacommunications.com Email Verified
Tags:Financial Advisors, Fintech, Advisor Technology
Industry:Finance
Location:Carlsbad - California - United States
Subject:Events
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