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Best Practice Partner Webinar: AdvisoryWorld [28:37]

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Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

AdvisoryWorld provides Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management, and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker-Dealers, TAMPs, Banks and Insurance Companies. 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.

 

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