AdvisoryWorld Asset Allocation, Portfolio & Investment Analysis and Financial Planning Software  
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 Products & Services

PRODUCTS
ICE (web) Professional version
A web enabled application incorporating our popular Power Optimizer program along with revolutionary new portfolio modeling and financial planning features
ICE Plug-In Optimization (web)
Asset & Security Quadratic Optimizer with Multi-Level resampling. Find portfolios on the Efficient Frontier
ICE Plug-In Monte Carlo Simulation (web)
Review the probability of achieving financial goals
ICE Plug-In Security Analysis (web)
A web enabled application incorporating our popular Analytics and ScanData programs providing security review based on selected criteria coupled with Style and Factor analysis (In development)
SCANalytics
Power Optimizer (PC)
Advanced multi-asset portfolio modeling & optimization
Power Plus (PC)
Save Money with this great Package.
Ramcap (PC)
Easy to Use multi-asset portfolio modeling & optimization
Ramcap Plus (PC)
Value-added package
Analytics (PC only)
Performance measurement, risk analysis, style and factor analysis, quantitative analysis of indices, securities and portfolios.
ScanData (PC)
Scan, Search & Sort Security Information
Databases (web/PC)
Asset Class, Mutual Funds, Stocks, Variable Annuities, and Closed End Funds
Databases
AdvisoryWorld maintains a database consisting of Mutual Fund Data & Research, Stock Data & Research, Bond Data & Research, ETF Data & Research, Variable Annuity Data & Research, Hedge Fund Data & Research and Index Data & Research from Morningstar, Lipper, Zacks Investment Research and Standard & Poor's.

Asset Classes & Indexes:
Includes historical and qualitative information on over 2000 asset classes and indices.

Mutual Funds:
Includes historical data and daily pricing from 1968 and qualitative information on 20,000+ mutual funds. Over 180 fields of information such as rates of return for 1,3,5,10, 15 years and since inception; assets under management; years in business; fee charges, if any; management fees; expense ratios; turnover ratios; EPS; MPT stats (alpha, beta, R²) and much, much more.

Stocks:
Includes 20 years of historical and daily pricing and qualitative information on over 9,000 US stocks and ADRs. Approximately 158 fields of data including EPS for the last 20 years; estimated EPS for this year and next; book value; P/E; dividends; betas; EPS growth; company sector classification, and more.

Variable Annuities:
Includes historical and daily pricing data on more than 30,000 variable annuitiy sub-accounts.

Closed-end funds & ETFs:
Includes historical and daily pricing data on approximately 3,500 closed-end funds, including Barclay's popular iShares.

Separately Managed Accounts:
Includes historical data on approximately 5,500 SMAs Separate Account Data

Bonds & Fixed Income:
Includes historical data and daily pricing on more than 2,000,000 bonds.

Contact AdvisoryWorld for More Information including Pricing
800-480-3888 | sales@advisoryworld.com