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.
