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AdvisoryWorld ICE

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November 26, 2010 Hits: 669

Company Info
Software Overview
Features
Pricing & Support
Integrations
Security

Company Info

Company Name:	AdvisoryWorld
Data Last Updated:	February 29, 2012
Data Verified by Company:	Yes
Website:	www.advisoryworld.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(800) 480-3888
Year Founded	1987
Number of Employees:	30

Software Overview

Format:	Web Based
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Planner Wealth Manager
Number of Firms Using:	2,000

ANAL Features

Primary Functionality:	Investments Retirement College Planning Risk Management Financial Planning
Analyzes:	Asset Classes Individual Risk Tolerance Individual Securities Portfolios
Other Functionality:	Asset Allocation Benchmarking Cash Flow Comparisons Diversification Investment Proposals Monte Carlo Simulation Portfolio Optimization Projections Returns Risk Volatility
Number of Reports:	50

Pricing

Pricing Based By:	License Fee
Trial:	Yes
Initial Training:	In person Email Online Resources Phone Remote
Support:	Email In Person Online Resources Phone Remote Within Program

Integrations

Outsource Solutions:	Orion Schwab PortfolioServices
Portfolio Management Systems:	Albridge Wealth Reporting Investigo Orion PortfolioCenter Schwab PortfolioServices
CRM:	Advisors Assistant
Account Aggregation:	None
Financial Planning:	eMoney Advisor
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password User Permissions Encrypted Connection (web)
Other Security Enhancements:	None

AdvisoryWorld's web-based ICE Application features Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations and Financial Planning with Monte Carlo Simulation.

The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier (available as a plug-in) as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation. The application's asset allocation software and wealth management solutions offer financial planners and investment advisors alike the financial tools necessary to build model portfolios.

ICE's FINRA reviewed report options include an investment policy statement, goals and risk based proposal, risk tolerance questionnaire, fund fact sheets and more.

ICE is integrated with several leading portfolio management software and advisor CRM software partners such as Albridge Solutions, LPL BranchNet, dbCAMS, Advisors Assistant, Schwab Portfolio Center and more.

The application's a database consists of Mutual Fund Data & Research, Stock Data & Research, ETF Data & Research, Variable Annuity Data & Research, Hedge Fund Data & Research and Index Data & Research from Morningstar, Lipper and Zacks Investment Research.

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