TheJobsMapAdvisoryWorld Financial Technology jobs and careers
Woodland Hills, CA, United States
About AdvisoryWorld Financial Technology
AdvisoryWorld provides Asset Allocation, 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.
Founded in 1987 by Philip S. Wilson.
- Founded
- 1987
- Employees
- 11 to 50
- Headquarters
- Woodland Hills
Leadership
The top of AdvisoryWorld Financial Technology's org chart, with how many people report into each leader.
Philip Wilson
President and CEO
2 reports
Ryan Smith
Director of Client Relations and Customer Support
1 report
Jobs at AdvisoryWorld Financial Technology
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