AdvisoryWorld Interface

Model Portfolios From Advisors Assistant

Modeling Investment Portfolios can be an important tool for helping clients achieve their goals with a minimum of risk.

Advisors Assistant's partnership with AdvisoryWorld allows users to calculate the rebalancing of portfolios without having to re-enter current positions in a separate program.  With just a few mouse clicks, Advisors Assistant will log you into AdvisoryWorld and send your client's portfolio to their web site.

At that point, you're ready to compare your client's portfolio with models you've established.

Click here find out more        What Is AdvisoryWorld?

AdvisoryWorld is a web site that offers specialized investment analysis services to Investment Advisors and Registered Representatives who are interested in taking a scientific approach to their advisory services.

AdvisoryWorld new Investment Modal Proposal System brings unparalleled ease of use to investment analysis services.

Click here find out more        What Can I Do With Advisory World?

Through a special partnership with AdvisoryWorld, you can do any or all of the following without having to enter any investment asset data:

•Display information and print reports based on current portfolios and accounts.
•Establish risk tolerance based on an included questionnaire or client's investment objective.
•Set up model portfolios within risk tolerance standard deviations.
•Compare the historical performance of current portfolios with model portfolios.
•Project performance of portfolios within a standard deviation.
•Optimize Clients' Portfolios
•Print proposals for rebalancing portfolios showing buys and sells.
•AdvisoryWorld Reports Are NASD Approved

Click here to find out how it works        How The Advisors Assistant / AdvisoryWorld Interface Works

It's very simple.  Once you are set up with access to the optional AdvisoryWorld Module (Contact Client Marketing Systems' Sales at 800-799-4267. 805-773-7981 or sales@climark.com to get set up.

Then, by right clicking on an account on the View Client With Investment Accounts Screen, you can upload an entire account, portfolio, or household to AdvisoryWorld's web site for analysis with just one click.

Click here to find out how it works        How Much Does The AdvisoryWorld Interface Cost?

An advisor can have unlimited access for any client stored in Advisors Assistant for only $50 per month.

In the case where more than one producer is using Advisors Assistant, an individual producer may use the AdvisoryWorld Interface only if they sign up for access to AdvisoryWorld.

A client's information is only sent to AdvisoryWorld if that client has an AdvisoryWorld user's name set as the Primary Producer in their contact name record.