Audience
Investment advisors
About AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio.
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Integrations
Company Information
AdvisoryWorld
Founded: 1987
United States
www.advisoryworld.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online
AdvisoryWorld Frequently Asked Questions
AdvisoryWorld Product Features
Financial Risk Management
For Hedge Funds
Supported
Portfolio Management
Supported
Portfolio Modeling
Supported
Compliance Management
Not Supported
Credit Risk Management
Not Supported
Liquidity Analysis
Not Supported
Loan Portfolio Management
Not Supported
Market Risk Management
Not Supported
Operational Risk Management
Not Supported
Risk Analytics Benchmarks
Not Supported
Stress Tests
Not Supported
Value At Risk Calculation
Not Supported
