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AdvisoryWorld Powers Client-Facing Risk Analysis Tool

Submitted by Technology Tools for Today on November 14th, 2014


Partners with Chapwood Investments to Produce Prospecting App

AdvisoryWorld, a leader in portfolio analysis, investment planning and proposal-generation software, has developed a customized, and investor-facing, version of its Proposal Tool for Chapwood Investments, a Registered Investment Advisor headquartered in Plano, Texas.  This interactive web-application enables advisors to show prospective clients whether or not the risk/return characteristics of their portfolios are out of alignment with their risk profile and financial objectives.

Since 1987, AdvisoryWorld's portfolio and investment analysis software has enabled RIAs and other investment professionals to analyze the risk, return and related MPT statistics of investment portfolios and to find theoretically efficient investment solutions. 

The Chapwood tool has been described as an "eye-opener" by Chapwood Investments Managing Director Ed Butowsky because it gives both advisors and their clients a clear understanding of the investor's need to modify their asset allocation in order to increase returns and reduce risk.  Mr. Butowsky, who has become well known due to his frequent national media appearances on broadcast television stations, has utilized many of the portfolio analytic metrics espoused by AdvisoryWorld for several years.

The Chapwood tool provides licensed advisors with a simple and yet powerful way to educate investors about the fact that poorly designed portfolios often have a very high probability of loss relative to the probability of return. The app is designed to be used, viewed and understood by a prospective client who may have only limited financial knowledge.

THE GAMECHANGER
"To be able to immediately show a prospective client the risk of their current portfolio in light of their goals and to further that discussion by demonstrating alternative solutions is a gamechanger," said AdvisoryWorld COO Michael Wilson. "AdvisoryWorld's software helps advisors analyze client portfolios to ensure that they are performing in alignment with stated risk and goal objectives. With AdvisoryWorld Proposal Tools, including this Chapwood Tool, advisors can leverage our sophisticated analytics to attract new clients and increase revenue," Wilson said.

"The financial advisor industry, for all its talk of protecting clients' assets and helping them achieve their goals, often does an unbelievably poor job of helping clients with the fundamental task of measuring risk versus return," said Butowsky, a financial professional with more than 25 years experience working with clients. "As an advisor, my job is to ensure that what the client has and what the client needs to live a long and financially secure life are well considered and matched with complete clarity. This new tool gives me a simple, elegant way to illustrate for investors that their current portfolios aren't serving them well and to provide alternative scenarios that can reduce volatility while still achieving the required return."

Interested financial advisory firms may contact Chapwood Investments to view and discuss the new client-facing analytical and proposal tool.

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 collective 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.

AdvisoryWorld has integration partnerships with a wide range of financial technology firms, including Orion Advisor, Albridge Wealth Reporting, Redtail, Salesforce, eMoney Advisor and MoneyGuidePro. Learn more at www.AdvisoryWorld.com.

ABOUT ED BUTOWSKY AND CHAPWOOD INVESTMENTS
Ed Butowsky has been a financial professional for more than 25 years. He founded Chapwood Investments in 2002 after leaving a successful and award-winning career with Morgan Stanley. Butowsky, whose firm has more than $1 billion under management for clients, believes that the waste most people have in their portfolios creates unnecessary volatility and in most cases reduces returns. He is committed to providing clients with the information and education they deserve about both their portfolios and the fees they pay to their advisors. He is frequently interviewed by the national media, including Fox News Channel, Bloomberg TV, FOX Business Channel, The Blaze TV, ABC, NBC, Sports Illustrated, and many SIRIUS radio channels, including The David Webb Show. Learn more at www.ChapwoodInvestments.com.

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