Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)


By AdvisoryWorld

21241 Ventura Blvd., Suite 290

Woodland Hills, CA 91364



AdvisoryWorld maintains a library of reports that is accessible via multiple delivery methods and includes an investment policy statement, goals and risk based proposals, fund fact sheets, returns based style analysis, Monte Carlo simulation and more. The company manages a database consisting of Mutual Fund, Stock, Bond, ETF, Variable Annuity, Separate Account Manager and Index Data. AdvisoryWorld has deeply integrated its offering with 3rd party application providers such as Redtail, Orion Advisor Services, Albridge Wealth Reporting and more. Contact AdvisoryWorld today for more information and a Free Trial.

Services Offered

  • Document management
  • Financial planning
  • Additional services: Portfolio Analytics, Investment Planning, Proposal Generation

Video Demonstration

More Information

Contact for Additional Product Information

Ed Fahlstrom

(800) 480-3888 ext. 103


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.