AdvisoryWorld to Sponsor and Exhibit at 2016 TD Ameritrade National LINC Conference

AdvisoryWorld to Exhibit Advisor Proposal Generator and Batch Analysis Tools at 2016 TD Ameritrade National LINC Conference Booth 1021

AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry, today announced that they will be attending the 2016 TD Ameritrade National LINC Conference on February 3-6, 2016, in Orlando, FL.

AdvisoryWorld representatives Michael Wilson, President & COO, and Ed Fahlstrom, VP of National Sales, will be in attendance at Booth 1021.  AdvisoryWorld will be sharing information on their technology that has been awarded by TD Ameritrade Institutional for its integration with the Veo® platform.

The AdvisoryWorld Advisor Proposal Generator provides an intuitive and repeatable process for analyzing investor risk and portfolio performance characteristics, designing and implementing investment strategies, and ultimately generating powerful, white labeled client proposals. 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 information, please visit AdvisoryWorld at Booth 1021 or visit their website at www.advisoryworld.com/tdai.

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About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is 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 www.advisoryworld.com.  


Categories: Business Technology, Business to Business, Finance

Tags: financial advisors, financial advisory, financial planning