AdvisoryWorld provides Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations and Financial Planning Software to investment professionals including Registered Investment Advisors, Wealth Managers, Broker-Dealers, TAMPs, Banks and Insurance Companies.
The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio and investment analysis software enables RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.
The company’s asset allocation software and wealth management solutions offer financial planners and investment advisors alike the financial tools necessary to build model portfolios. AdvisoryWorld maintains a library of reports that is accessible via multiple delivery methods and includes an investment policy statement, goals and risk based proposals, risk tolerance questionnaire, fund fact sheets, returns based style analysis, Monte Carlo simulation and more.
AdvisoryWorld has integrated its applications with several leading portfolio management software and advisor crm software partners such as Albridge Solutions, Orion Advisor, SalesForce AppCrown, Ebix SmartOffice, Redtail CRM and more.
The company maintains a database consisting of Mutual Fund, Stock, Bond, ETF, Variable Annuity, Separate Account Manager and Index Data & Research from Lipper, Zacks Investment Research, Standard and Poor’s and Morningstar.
AdvisoryWorld is not an affiliate, agent or representative of Equity Trust Company or any of its affiliates.