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AdvisoryWorld Web Services

Company Info

Company Name:
Data Last Updated:
  • February 29, 2012
Data Verified by Company:
Website:
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:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 7,500

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:
Access AdvisoryWorld's detailed analytics capabilities including Risk and Return oriented MPT Statistics, Performance Attribution and Monte Carlo Simulation along with asset allocation, country, sector and stock overlap and more remotely via SOAP Request Web Services.
Enhance your application by including any or all of AdvisoryWorld's functionality remotely via SOAP Request Web Services; i.e. build your own interface and workflows calling AdvisoryWorld analytics where and when you need them.

The robust reporting offering enables firms to repurpose XML responses as they wish and/or access predefined PDF templates which may incorporate firm specific branding, disclosures etc.

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