Advisory World Financial Technology
Financial Services, 4707 Executive Dr, San Diego, California, 92121, United States, 11-50 Employees
Phone Number: +18*********
Who is ADVISORYWORLD FINANCIAL TECHNOLOGY
AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals. The company's applications feature portfolio modeling, investment analysis, asset allo...
Read More
-
Headquarters: 4707 Executive Dr, San Diego, California, 92121, United States
-
Date Founded: 1987
-
Employees: 11-50
-
Revenue: $5 Million to $10 Million
-
Active Tech Stack: See technologies
-
CEO:
Philip Wilson
Email
Phone
Industry: Financial Services
SIC Code: 7372
|
NAICS Code: 334610 |
Show More
Does something look wrong? Fix it. | View contact records from ADVISORYWORLD FINANCIAL TECHNOLOGY
AdvisoryWorld Financial Technology Org Chart and Mapping
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding AdvisoryWorld Financial Technology
Answer: AdvisoryWorld Financial Technology's headquarters are located at 4707 Executive Dr, San Diego, California, 92121, United States
Answer: AdvisoryWorld Financial Technology's phone number is +18*********
Answer: AdvisoryWorld Financial Technology's official website is https://advisoryworld.com
Answer: AdvisoryWorld Financial Technology's revenue is $5 Million to $10 Million
Answer: AdvisoryWorld Financial Technology's SIC: 7372
Answer: AdvisoryWorld Financial Technology's NAICS: 334610
Answer: AdvisoryWorld Financial Technology has 11-50 employees
Answer: AdvisoryWorld Financial Technology is in Financial Services
Answer: AdvisoryWorld Financial Technology contact info: Phone number: +18********* Website: https://advisoryworld.com
Answer: 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. Wholly owned subsidiary of LPL Financial LLC.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month