AdvisoryWorld
HQ Address
4707 Executive Dr, San Diego, CA 92121, United States
Website Address
Business introduction
Investment analytics, portfolio construction and proposal generation
A fintech platform built for you
AdvisoryWorld, formerly Wilson Associates, was founded in 1987 by Philip S. Wilson. When Wilson, a well-respected institutional advisor, recognized that many tried and true practices that he and other reputable institutional firms followed were not being employed by retail advisors, he launched AdvisoryWorld to share his technological knowledge-base with investment advisors. The Company continues to be a leading provider of asset allocation, multi-security modeling, optimization, hypothetical illustrations, capital market estimates & forecasting, cash-flow analysis, Monte Carlo simulation and security and portfolio analysis software to the professional advisor community. The senior officers of the Company have more than 60 years of experience in investments, financial services and technology. As a leader in the financial services industry, the Company enhances its products several times a year based on industry trends and customer requests. AdvisoryWorld is a wholly owned subsidiary of LPL Financial LLC.
AdvisoryWorld Solutions
API
AdvisoryWorld’s API was built for firms that want to enhance their wealth management offering by incorporating AdvisoyWorld’s various capabilities. Examples include technology companies such as Portfolio Management, Account Aggregation, CRM and Financial Planning providers as well as financial service firms such as custodians, broker/dealers, banks, insurance companies, asset managers and......
business needs
view solutionProfessional Services
We build to your exact specifications AdvisoryWorld believes that none of its clients should have to change their business workflow to run a software product; rather an application’s workflow should be readily customizable to match a business’ needs. AdvisoryWorld has invested tens of millions of dollars on R&D to the benefit......
business needs
Web Applications
Investment Analytics Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country,......
