AdvisoryWorld President & COO to Exhibit Custom Proposal Generation Technology
LOS ANGELES – Jan. 29, 2018 – AdvisoryWorld (http://advisoryworld.com/), a leading software provider for financial advisors, have announced that they will be attending FTJ FundChoice 2018 Advisor Summit on January 30-31, 2018, at the Rosen Plaza Hotel in Orlando, FL.
As an FTJ FundChoice technology partner, AdvisoryWorld’s President and COO Michael Wilson will be exhibiting custom-built technology developed in collaboration with the FTJ FundChoice developer team, Orion Advisor Services, and Mineral Interactive. This custom technology, named Portfolio Target, is an advisor-led digital advice solution that helps advisors compete with robo-advisor platforms. AdvisoryWorld lent FTJ FundChoice their expertise specifically in the creation of Portfolio Target’s custom lead acquisition, portfolio modeling, and risk and goals-based proposal generation.
AdvisoryWorld will also exhibit SCANalytics at the FTJ FundChoice 2018 Advisor Summit. SCANalytics is a technology application that automates the backtesting of portfolios for proposal, periodic reviews, and suitability reviews. For more information, please visit AdvisoryWorld at Booth 209.
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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.