AdvisoryWorld to Speak and Exhibit at 2018 TD Ameritrade Institutional National LINC Conference

AdvisoryWorld President & COO to Exhibit Custom Proposal Generation Technology
LOS ANGELES – Jan. 29, 2018
– AdvisoryWorld (, a leading software provider for financial advisors, has announced that they will be attending and will speak at the TD Ameritrade Institutional National LINC Conference 2018 on January 31 – February 3, 2018, in Orlando, FL.
AdvisoryWorld representatives Michael Wilson, President & COO, and Ed Fahlstrom, VP of National Sales, will be in attendance at Kiosk 7A in the VEO Village. Wilson will also be hosting a VEO One Vendor mini session on Thursday, February 1st at 12:10 pm, in the VEO Village.
AdvisoryWorld will be highlighting their newest integration with TD Ameritrade iRebal. Within the SCANalytics integration, TD Ameritrade advisors can now:
· Access iRebal Model Allocations
· Enhance iRebal Models with AdvisoryWorld’s Investment Screener and Efficient Frontier Optimizer
· Create new models in iRebal which are built in SCANalytics
· Generate Model Fact Sheets for any iRebal Model including Performance, Diversification and Risk Scores
· Hypothetically Backtest any iRebal model as compared to any Client Account in Veo One
· Feature iRebal models in AdvisoryWorld’s Advisor Proposal Generator and ACQUIRE applications for client on-boarding through TD Ameritrade and DocuSign
For more information, please visit AdvisoryWorld at Kiosk 7A in the VEO Village or visit
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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