LOS ANGELES – Feb. 5, 2018 – AdvisoryWorld, a leading software provider for financial advisors, have announced that they will be attending the T3 Technology Tools for Today 2018 Advisor Conference at the Marriott Harbor Beach Resort & Spa in Fort Lauderdale, FL, from February 6-8, 2018.
AdvisoryWorld President & COO Michael Wilson will speak on Thursday, February 8th at 5:05 pm in Salon IV. Wilson’s breakout session is entitled “Attracting Prospective Clients with Interactive User Experiences,” and will discuss and examine ways that leading advisors are winning assets through the use of engaging digital experiences. From configurable risk profile questionnaires to goals-based proposals and new account opening, the session will highlight forward-thinking technology.
Wilson will be accompanied by Ed Fahlstrom, AdvisoryWorld’s VP of National Sales, at Booth 410 where they will exhibit AdvisoryWorld’s established technology suite that supports advisors throughout the entire prospect-lead-to-client lifecycle. Applications include Acquire, Advisor Proposal Generator, and SCANalytics.
In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation. For more information on AdvisoryWorld and Acquire, please visit AdvisoryWorld at the T3 Technology Tools for Today Advisor Conference booth 410 or visit http://advisoryworld.com/.
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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.