|By PR Newswire||
|January 27, 2014 06:48 AM EST||
LOS ANGELES, Jan. 27, 2014 /PRNewswire-iReach/ -- AdvisoryWorld, a leader in asset allocation, portfolio analysis and investment planning software, announced that its SCANalytics application is now integrated with the TD Ameritrade Institutional Veo® and UMAX platforms.
"We are very pleased to bring SCANalytics to TD Ameritrade Institutional's Veo open architecture platform," said Michael Wilson, COO of AdvisoryWorld. "The tool enables advisors to quickly assess portfolio risk, analyze investments, build model portfolios and generate proposals – and now our app features an efficient workflow with which advisors can import accounts and positions from Veo. Whether report and interface branding is required or new calculations and functions are to be applied, we can accommodate the varied needs of all advisors who custody with TD Ameritrade Institutional, and especially those who utilize the UMAX platform."
With SCANalytics, advisors can back-test portfolios for suitability purposes as well as comparisons against proposed portfolios using a range of MPT Statistics. They can also analyze equity, fixed income, region, sector and investment overlap characteristics. Reports can be customized with the advisor's model portfolios, logos, disclosures and branding. Advisors who custody with TD Ameritrade Institutional receive a special, discounted rate, as AdvisoryWorld is one of their Affinity Providers.
Users of the analytical software find it an essential tool in running a well-rounded financial planning practice. "This efficient analytics and proposal generation workflow enables us to better serve our clients and to attract more assets," said user Greg Bowen, CEO, Cascadia Wealth Management.
AdvisoryWorld also has integration alliances with Orion Advisor Services, MoneyGuidePro, Redtail, Placemark Investments, Albridge Wealth Reporting and others.
Founded in 1987 by Philip Wilson, AdvisoryWorld is a leading provider of asset allocation, multi-security modeling, optimization, hypotheticals, cash-flow analysis and security and portfolio analysis software to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.
The senior officers of the Company have nearly 60 years of experience in investments, financial services and technology. As a leader in the financial services industry, the Company enhances its products several times a year based on industry trends and customer requests.
The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier 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. Learn more at www.AdvisoryWorld.com.
Media Contact: Leslie Swid, Impact Communications, 913-649-5009, [email protected]
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