AdvisoryWorld
Curated by SignalWealth management software suite enhancing investment analytics and client engagement.
Overview
AdvisoryWorld is a provider of wealth management software that integrates various financial technology tools aimed at improving the operations of wealth managers and financial advisors. The platform features investment analytics, portfolio construction, proposal generation tools, and professional services, targeting investment advisors, asset managers, compliance officers, and TAMPs. The use of artificial intelligence and machine learning enables AdvisoryWorld to offer predictive analytics related to market trends and client behavior, which may assist in developing investment strategies. The platform includes secure, real-time data aggregation to provide a comprehensive view of clients, along with compliance features designed to support adherence to regulatory requirements. Additionally, AdvisoryWorld offers an API that facilitates integration with external financial services, potentially enhancing operational efficiency and client engagement.
Key facts
- Founded
- 1987
- Headquarters
- Los Angeles, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
