AdvisoryWorld to Sponsor and Attend Orion Advisor Services’ 2018 Ascent/Fuse Conference

AdvisoryWorld, a leading software provider for financial advisors, today announced they will be sponsoring and attending Orion Advisor Service’s Ascent/ Fuse 2018 Conference on September 5-7 at the Fontainebleau Hotel in Miami Beach, Florida. Michael Wilson, CEO & President of AdvisoryWorld, Ed Fahlstrom, VP of National Sales, and Zev Persellin, Senior Software Developer, will not only be exhibiting their latest integrations but also will be competing in Orion’s Fuse “Tech’s Got Talent” Competition.

Since 2014, AdvisoryWorld has competed and won awards annually at Orion’s Fuse competition for FinTech developers. This year, AdvisoryWorld will be defending its 2017 Fuse award titles of Best Work-Saving Development for Advisors and Best True Hackathon. Additionally, AdvisoryWorld will be exhibiting their seamless integrations with Orion’s New Account Center, Model Center, Client Portals and newly announced Orion Enterprise offering.

AdvisoryWorld’s established technology suite includes ACQUIRE, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools, supporting advisors throughout the entire prospect-to-client lifecycle. 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. For more information, please visit the AdvisoryWorld booth at Orion Ascent 2018.