Bundled (multiple products/modules available)

SCANalytics

By AdvisoryWorld

21241 Ventura Blvd., Suite 290

Woodland Hills, CA 91364

advisoryworld.com

Description

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

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

Video Demonstration


More Information


Contact for Additional Product Information

Ed Fahlstrom

(800) 480-3888 ext. 103

efahlstrom@advisoryworld.com

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