AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.
The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail.
AdvisoryWorld products include databases consisting of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds and Separate Accounts from sources such as Lipper, S&P Capital IQ, Morningstar and Zacks Investment Research.
AdvisoryWorld specializes in delivering customized applications for financial service firms such as broker/dealers, banks and asset management firms. AdvisoryWorld is a front-runner in building web services and in cloud computing; both of which enable the company to extend its capabilities to third party applications via web services API and to sell software as a service.
Wholly owned subsidiary of LPL Financial LLC.
Company Details
- Employees
- 7
- Founded
- 1987
- Address
- 4707 Executive Dr, San Diego,california 92121,united States
- Phone
- (800)480-3888
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- advisoryworld.com
- Keywords
- Portfolio & Investment Analysis Software, Portfolio Optimization, Proposal Generation, Financial Planning Software, Monte Carlo, Bonds, Mutual Funds, Stocks, Variable Annuities, Closed End Funds, ETFs, Separate Accounts, Investment Policy Statement, Asset Allocation.
- HQ
- San Diego, California
- Competitors
- Halcyon Financial Technology, L.P., EstateWorks, AdTector | Preventing PPC Click Fraud, The McNamara Investment Group of Janney Montgomery Scott, LLC, Health Technology Solutions Inc, Financial Recoveries, Brillivest, Financial Express - Toledo, LPL Financial, Engage Financial Technology.
Advisoryworld Financial Technology Questions
Advisoryworld Financial Technology's helpline number is (800)480-3888
Advisoryworld Financial Technology's website is advisoryworld.com
Advisoryworld Financial Technology's LinkedIn profile is https://www.linkedin.com/company/advisoryworld-financial-technology
Advisoryworld Financial Technology has
7 employees.
View email and phone details for 7
employees at Advisoryworld Financial Technology.
Advisoryworld Financial Technology's industry is
Financial Services
Advisoryworld Financial Technology's top competitors are
Halcyon Financial Technology, L.p.,
Estateworks,
Adtector | Preventing Ppc Click Fraud,
The Mcnamara Investment Group Of Janney Montgomery Scott, Llc,
Health Technology Solutions Inc,
Financial Recoveries,
Brillivest,
Financial Express - Toledo,
Lpl Financial,
Engage Financial Technology.
Advisoryworld Financial Technology's categories are Financial Services
Advisoryworld Financial Technology's founding year is 1987
