AdvisoryWorld to Speak at Orion Advisor Services Ascent Conference 2017

Highlights Fuse 17 Award Winning Integrations and Catalyst, a New TAMP Program Created by Orion, Mineral Interactive, and AdvisoryWorld

Press Release ( - LOS ANGELES - Sep 19, 2017 - AdvisoryWorld (, a leading software provider for financial advisors, today announced they will be sponsoring and attending Orion Advisor Service’s Ascent 2017 Conference on September 18-20, in Scottsdale, AZ. Michael Wilson, COO & President of AdvisoryWorld, will be speaking on Day 2 of Ascent from 1:00pm to 1:30pm in room Rainmakers C.

As the newly named Orion Fuse 2017 Best Work-Saving Development for Advisors integration, AdvisoryWorld will attend Ascent as a key Orion integration partner and Gold Level Sponsor. AdvisoryWorld will be highlighting the seamless integration of their technology suite into Orion’s New Account Center, Model Center, and Client Portals. AdvisoryWorld will also discuss their recently launched end-to-end technology and marketing program for TAMPs, Catalyst, that was jointly created with Orion and Mineral Interactive.

AdvisoryWorld’s established technology suite includes Acquire, the Advisor Proposal Generator, SCANalytics, and Intelligence tools, and supports advisors throughout the entire prospect-to-client lifecycle. In addition to providing advisors with white labeled client experiences, reports and proposals, AdvisoryWorld technology enables 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. For more information, please visit the AdvisoryWorld booth or attend Michael Wilson’s session on Day 2 from 1:00 – 1:30pm in room Rainmakers frmq C.

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About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit

Source : AdvisoryWorld

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