AdvisoryWorld Sponsors XYPN Live 2018

AdvisoryWorld will be sponsoring and attending XYPN Live 2018 on September 23 – 26, 2018, in St. Louis, MO.

As the XYPN Live 2018 WiFi sponsor, AdvisoryWorld representatives Ed Fahlstrom, VP of National Sales, and Jon Moscrop, Solutions Specialist, will be in attendance at Booth 126. They will be exhibiting AdvisoryWorld’s established technology suite that includes the ACQUIRE client on-boarding application, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools.

In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables RIAs and other investment professionals to assign suggested asset allocation models to individual investors which are in alignment with their risk tolerance and satisfy their financial goals.