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AdvisoryWorld Announces Integration with MoneyGuidePro

Submitted by Technology Tools for Today on February 27th, 2014


AdvisoryWorld, a leader in asset allocation, portfolio analysis and investment planning software, today announced the integration of their SCANalytics software with MoneyGuidePro’s financial planning software. “We are very pleased to announce this integration,” said AdvisoryWorld COO Michael Wilson. “AdvisoryWorld has always held a core belief that Financial Planning and Investment Planning are mutually inclusive pillars of financial advice.  By linking our respective offerings, MoneyGuidePro and AdvisoryWorld immediately add efficiency to the day-to-day workflows of hundreds of common clients.”

With the integration, AdvisoryWorld provides users of MoneyGuidePro’s financial planning software with contextual single sign-on to SCANalytics as well as reports on demand, enabling them to:

  • Generate the AdvisoryWorld HoldingScan Report for Households or Accounts and Fact Sheets for Investments
  • Determine whether investment portfolios are hypothetically suitable for given financial plans
  • Share Household or Account Holdings
  • Utilize AdvisoryWorld's modeling capabilities including efficient frontier optimization in order to construct suggested asset allocations
  • Seamlessly access AdvisoryWorld's investment screening functionality used to find best in asset class Mutual Fund, ETF, Annuity, Stock and SMA vehicles.

AdvisoryWorld and MoneyGuidePro share a common belief that every investor needs and deserves a high quality financial plan. Their integrated workflows make it easy for advisors to ensure such a personalized planning experience for each client.

About AdvisoryWorld
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.

About PIEtech
PIEtech’s MoneyGuidePro is the financial services industry’s first collaborative web-based financial planning software that provides advisors with an easy way to use financial planning to more effectively motivate each client to create, implement and maintain investment and other planning strategies that best meet their lifetime financial goals. MoneyGuidePro’s unique client-centered approach supports a sophisticated, goal-oriented planning process that is meaningful to the client and more productive for the advisor. Visit www.MoneyGuidePro.com.

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