AdvisoryWorld, a leading software provider for financial advisors, today announced it will be sponsoring and attending Silver Oak Securities’ 2018 National Sales and Leadership Conference from September 24-25, 2018, in St. Louis, MO. Ed Fahlstrom, Vice President of National Sales at AdvisoryWorld, will be in attendance.
AdvisoryWorld’s established technology suite includes the ACQUIRE client on-boarding application, 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.
All AdvisoryWorld technology is integrated with industry leading CRM, portfolio management and financial planning platforms, creating seamless workflows that support and streamline advisors’ practices. For more information on AdvisoryWorld technology, please visit http://www.advisoryworld.com/ or email firstname.lastname@example.org.