Bundled (multiple products/modules available)

AdvisoryWorld

By AdvisoryWorld

15335 Morrison St., Suite 226

Sherman Oaks, CA 91403

advisoryworld.com


Description

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.

Video Demonstration


More Information


Follow us on


Contact for Additional Product Information

Ed Fahlstrom

(800)-480-3888 ext. 103

efahlstrom@advisoryworld.com


*Note: Product information as of July 07, 2013

To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.