Kathryn Romeis's Contact Details

Kathryn Romeis's Company Details

AdvisoryWorld Financial Technology

San Diego, California, United States • 11 - 50 Employees
Financial Services

AdvisoryWorld provides portfolio analytics and investment planning apps to investment professionals.The company's applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. Among the platforms more than 50 FINRA compliant and client-ready reports are a customizable Proposal and an Investment Policy Statement. The application is fully integrated with leading Performance Reporting and CRM software including Albridge Wealth Reporting, Orion Advisor, eMoney Advisor, Salesforce and Redtail. AdvisoryWorld products include databases consisting of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, Variable Annuities, Bonds and Separate Accounts from sources such as Lipper, S&P Capital IQ, Morningstar and Zacks Investment Research.AdvisoryWorld specializes in delivering customized applications for financial service firms such as broker/dealers, banks and asset management firms. AdvisoryWorld is a front-runner in building web services and in cloud computing; both of which enable the company to extend its capabilities to third party applications via web services API and to sell software as a service.Wholly owned subsidiary of LPL Financial LLC.