AdvisoryWorld

AdvisoryWorld is a privately held company based in San Diego, California. With 7 employees, the company generates $7.1 million in annual revenue. AdvisoryWorld provides portfolio analytics and investment planning applications designed for investment professionals. Their applications offer a range of features including portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis, and more than 50 FINRA compliant and client-ready reports. The company's applications integrate with leading Performance Reporting and CRM software such as Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce, and Redtail. AdvisoryWorld also offers databases containing a wide range of financial data, including Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds, and Separate Accounts sourced from Lipper, S&P Capital IQ, Morningstar, and Zacks Investment Research. AdvisoryWorld can be reached through their website at advisoryworld.com.