Bundled (multiple products/modules available)


By AdvisoryWorld

15335 Morrison St., Suite 226

Sherman Oaks, CA 91403



Differentiate your portfolio analytics and investment planning offering with highly customizable reports. Enjoy using this intuitive application which features seamless integration with leading Portfolio Management & CRM apps. The application enables RIAs, TAMPs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation. AdvisoryWorld maintains a library of reports that is accessible via multiple delivery methods and includes an investment policy statement, goals and risk based proposals, risk tolerance questionnaire, fund fact sheets, returns based style analysis, Monte Carlo simulation and more. The company maintains a database consisting of Mutual Fund, Stock, Bond, ETF, Variable Annuity, and Index Data & Research. The company’s business logic platform is loosely coupled and designed to allow maximum customization with minimum effort. Join the elite team of successful advisors making the switch to our low cost, high-value alternative to Morningstar

Services Offered

  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Document management
  • Additional services: Portfolio Analytics & Investment Planning, Proposal Generation and Monte Carlo Simulation available through Apps, Web Services API and Customization.

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Contact for Additional Product Information

Ed Fahlstrom

(800)-480-3888 ext. 103


*Note: Product information as of July 07, 2013

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