Michael Wilson

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

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.

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.”