AdvisoryWorld Financial Technology Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

AdvisoryWorld Financial Technology is a small financial services technology company based in San Diego, California, providing portfolio analytics and investment planning applications for investment professionals. Its software supports portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flow modeling, Monte Carlo simulation, security screening, and style and factor analysis, and includes more than 50 FINRA-compliant client reports such as customizable proposals and Investment Policy Statements. The applications integrate with performance reporting and CRM platforms, including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce, and Redtail, and draw data from asset classes, mutual funds, stocks, ETFs, bonds, variable annuities, and separate accounts sourced from Lipper, S&P Capital IQ, Morningstar, and Zacks. AdvisoryWorld focuses on delivering customized applications for financial services firms like broker-dealers, banks, and asset management companies and emphasizes web services and cloud computing to enable third-party integrations via APIs and software-as-a-service. The company is a wholly owned subsidiary of LPL Financial LLC and employs a small team of 2-10 people.

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