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, has announced that they will be attending and will speak at the TD Ameritrade Institutional National LINC Conference 2018 on January 31 – February 3, 2018, in Orlando, FL.

AdvisoryWorld representatives Michael Wilson, President & COO, and Ed Fahlstrom, VP of National Sales, will be in attendance at Kiosk 7A in the VEO Village. Wilson will also be hosting a VEO One Vendor mini session on Thursday, February 1st at 12:10 pm, in the VEO Village.

AdvisoryWorld will be highlighting their newest integration with TD Ameritrade iRebal. Within the SCANalytics integration, TD Ameritrade advisors can now:

· Access iRebal Model Allocations

· Enhance iRebal Models with AdvisoryWorld’s Investment Screener and Efficient Frontier Optimizer

· Create new models in iRebal which are built in SCANalytics

· Generate Model Fact Sheets for any iRebal Model including Performance, Diversification and Risk Scores

· Hypothetically Backtest any iRebal model as compared to any Client Account in Veo One

· Feature iRebal models in AdvisoryWorld’s Advisor Proposal Generator and ACQUIRE applications for client on-boarding through TD Ameritrade and DocuSign

For more information, please visit AdvisoryWorld at Kiosk 7A in the VEO Village or visit http://www.advisoryworld.com/TDAI.

# # #

About AdvisoryWorld

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.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes:

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>