AdvisoryWorld to Attend Recruiting Services of Arizona's Spring Training for Financial Advisors II

AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, and proposal generation, and customized investment technology for the financial services industry, today announced that they will be attending RSA’s Spring Training for Financial Advisors II conference on March 8 – 10, 2016, in Scottsdale, AZ. 

AdvisoryWorld representatives Ed Fahlstrom, VP of National Sales, will be in attendance at Booth 10 where information on the AdvisoryWorld Advisor Proposal Generator, SCANalytics, and Batch Analysis tools will be available. The AdvisoryWorld Advisor Proposal Generator provides an intuitive and repeatable process for analyzing investor risk sensitivity and existing portfolio characteristics, designing and implementing investment strategies, and ultimately generating powerful, white labeled client proposals. The SCANalytics app performs industry leading portfolio analysis wherein diversification and performance based statistics including max. drawdown and up and down market capture are assessed. AdvisoryWorld’s Batch Analysis Tool automates the computation and visualization of multiple performance and diversification risk factors across a firm’s entire book of business, highlighting outliers and generating user-set alerts and flags for advisory firms’ to act on. For more detail, please visit Ed Fahlstrom at Booth 10 or visit 

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About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, proposal generation technology for the financial services industry. Their technology is fully customizable to suit a client's branding and workflow dynamics or delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit  

Categories: Finance, Financial News, Financial and Insurance Services

Tags: Advisor Technology, Financial Advisors, Financial Advisory, FinTech, RSA Conference