AdvisoryWorld - INSART

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AdvisoryWorld

Analytics, Financial Planning, Portfolio Management, Proposal Generation

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About

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.

Contacts

https://www.advisoryworld.com/

info@advisoryworld.com

https://www.facebook.com/advisoryworld/

https://www.linkedin.com/company/advisoryworld-financial-technology/

https://twitter.com/AdvisoryWorld

Products / Services

Investment Analytics
- Investment Screening
- Returns Based Style Analysis
- Holdings Based Style Analysis
- Attribution Analysis
- Fact Sheet Automation
Portfolio Modeling:
- Asset Allocation
- Hypothetical Illustrations
- Scenario Analysis
- Stress Testing
- Multi-Factor Regression
- Efficient Frontier Optimization
Proposal Generation
- Interactive Risk Profile Questionnaire
- Goals Analysis with Monte Carlo Simulation
- ACQUIRE Lead Generation
- Digital On-boarding
- Customizable Branding
- Disclosure Editing
- Investment Policy Statement
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