LOS ANGELES – Sept. 24, 2018 – AdvisoryWorld, a leading software provider for financial advisors, today announced they will be attending XYPN Live 2018 on September 23 – 26, 2018, in St. Louis, MO.
As the XYPN Live 2018 WiFi sponsor, AdvisoryWorld representatives Mike Wilson, President and COO, and Ed Fahlstrom, VP of National Sales will be in attendance at Booth 126. They will be exhibiting AdvisoryWorld’s established technology suite that includes the ACQUIRE client on-boarding application, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools.
In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables RIAs and other investment professionals to assign suggested asset allocation models to individual investors which are in alignment with their risk tolerance and satisfy their financial goals.
For more information, please visit AdvisoryWorld at XYPN Live 2018, Booth 126, or visit the AdvisoryWorld website, http://advisoryworld.com/.
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 35,000 investment professionals nationwide. For more information, please visit http://advisoryworld.com/.