AdvisoryWorld Financial Technology Company Profile, Contacts & Intelligence

Financial ServicesSan Diego, California, United States7 employeesFounded 1987
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts
Departments
2
Mapped contact coverage

AdvisoryWorld Financial Technology Overview

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.

Headquarters
San Diego, California, United States
Website
advisoryworld.com
Industry
Financial Services
Founded
1987
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
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

AdvisoryWorld Financial Technology Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
4 company-domain emails
Visible contacts using AdvisoryWorld Financial Technology's company email domain.
IT
3
General
1

AdvisoryWorld Financial Technology People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Archana Deoja
Client Relationship Manager at Advisoryworld Financial Technology
EP
P
Philip Wilson
Owner, Advisoryworld
EP
R
Ryan Smith
Director of Client Relations for Lpl Financial's Advisoryworld Subsidiary; Technical Writer and Editor at Lpl Financial

AdvisoryWorld Financial Technology Workforce Composition

Seniority breakdown across 6 visible profiles.

Individual contributor
2
Executive
1
VP / Head
1
Director
1
Manager
1

AdvisoryWorld Financial Technology Technology & Talent

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