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    Advisoryworld Financial Technology

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    Description

    • AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail. AdvisoryWorld products include databases consisting of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds and Separate Accounts from sources such as Lipper, S&P Capital IQ, Morningstar and Zacks Investment Research.AdvisoryWorld specializes in delivering customized applications for financial service firms such as broker/dealers, banks and asset management firms. AdvisoryWorld is a front-runner in building web services and in cloud computing; both of which enable the company to extend its capabilities to third party applications via web services API and to sell software as a service.
    • location

      Headquarters:4707 Executive Drive , San Diego, California, United States

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    • Advisoryworld Financial Technology phone

      Phone Number: +1 818-999-0015

    • Advisoryworld Financial Technology website

      Website: https://www.advisoryworld.com

    • Advisoryworld Financial Technology employees

      Employees:12

    • Advisoryworld Financial Technology revenue

      Revenue:$1 - 10M

    • Advisoryworld Financial Technology legal name

      Legal Name:Advisoryworld Financial Technology

    • Advisoryworld Financial Technology's Social Media

      Advisoryworld Financial Technology linkedin Advisoryworld Financial Technology facebook Advisoryworld Financial Technology twitter
    • done Is this data correct?

    • |  NAICS Code: 812990  |

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    Person level website identification

    Vice President Institutional Sales for Advisoryworld Financial Technology

    Brad King

    Vice President Institutional Sales

    Person level website visitor identification

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    View Employees

    Brad King

    Vice President Institutional Sales

    Kathryn Romeis

    Vice President, Divisional Business And Operations Management

    Ryan Smith

    Director Of Client Relations And Customer Support

    Archana Deoja

    Client Relationship Manager

    Kim Volkmer

    Project Manager

    Frequently Asked Questions regarding Advisoryworld Financial Technology

    • Where are Advisoryworld Financial Technology's Headquarters?

      Advisoryworld Financial Technology's Headquarters are in 4707 Executive Drive ,San Diego,California,United States

    • What is Advisoryworld Financial Technology's phone number?

      Advisoryworld Financial Technology's phone number is +1 818-999-0015

    • What is Advisoryworld Financial Technology's official website?

      Advisoryworld Financial Technology's official website is https://www.advisoryworld.com

    • What is Advisoryworld Financial Technology's Revenue?

      Advisoryworld Financial Technology's revenue is $1 - 10M

    • What is Advisoryworld Financial Technology's NAICS code?

      Advisoryworld Financial Technology's NAICS code is 812990

    • How many employees are working in Advisoryworld Financial Technology

      Advisoryworld Financial Technology has 12 employees

    • What is Advisoryworld Financial Technology's Industry?

      Advisoryworld Financial Technology is in the industry of Financial Services

    • Who is Advisoryworld Financial Technology's Vice President Institutional Sales?

      Advisoryworld Financial Technology's Vice President Institutional Sales is Brad King

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