Showcase your ability to effectively provide asset allocation and investment advice.
Unleash the power of your wholesaling team with efficient competitive analysis tools.
Gain perspective on your entire book and isolate accounts which may require action.
Offer configurable proposal generation and new account opening to your advisor clients.
Web ApplicationsLearn More
Our intuitive, responsive and integrated user experiences are trusted by tens of thousands of advisors. AdvisoryWorld's web-applications include functionality such as investment analytics, portfolio construction and proposal generation.
Rapidly build your own user experiences on top of AdvisoryWorld's robust API. Request modular functionality using our SOAP and/or RESTful services. Develop with ease given our comprehensive documentation.
Professional ServicesLearn More
Whether report and interface branding are required or bespoke calculations and functions are to be applied, AdvisoryWorld can rapidly build to your exact specifications.
The development, distribution and support of our products is performed in a manner that will ideally improve the likelihood of financial stability for individual investors.
We chose AdvisoryWorld because the platform is very user friendly and required minimal training. AdvisoryWorld provides a wealth of information including a summary of the portfolio, Monte Carlo simulations, MPT Statistics, and details on individual securities.
Our clients like to see the underlying holdings in ETF's, Mutual Funds and SMAs, and AdvisoryWorld’s technology lets them drill-down to see each underlying asset in a format that is not only informative but also easy to read.
Our advisors and plan sponsors have found AdvisoryWorld’s Fact Sheets to be a wonderful way to quickly and easily visualize the risk-return profile of each model and the underlying mutual funds within each model.
We find the AdvisoryWorld Fact Sheets and competitive analysis unparalleled, the support and project management team extremely responsive, and their integrations streamline the entire process.
LPL Rolls Out AdvisoryWorld Proposal Tool
Less than two months after buying the tech firm AdvisoryWorld for $28 million, LPL Financial says it is giving its 16,000-plus advisors access to a proposal generation tool on its ClientWorks platform. “We see this as …
LPL Advisors Gain Access to AdvisoryWorld’s Proposal Tool
Advisors at LPL Financial can now access an investment proposal tool that the largest independent broker/dealer promised to them following a strategic acquisition. In December, LPL acquired the technology company AdvisoryWorld for $28 million in cash to …
AdvisoryWorld Acquired by LPL Financial
AdvisoryWorld, a leading software provider for financial advisors, today announced that it will be acquired by LPL Financial Holdings Inc. (NASDAQ: LPLA), the corporate parent of LPL Financial LLC. LPL Financial is a leading retail …