G2

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

5/7/2019

"AdvisoryWorld - Greatest portfolio review tool in our arsenal"

4.5/5

What do you like best about Advisory World?

Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested. Review collected by and hosted on G2.com.

What do you dislike about Advisory World?

Reports are lengthy by design and out of necessity for compliance reasons. Takes some time to get used to the system. Review collected by and hosted on G2.com.

Recommendations to others considering Advisory World:

May be expensive. Our company has a special relationship/partnership with the product so we get a special price. Unfortunately not sure what the actual price is. Review collected by and hosted on G2.com.

What problems is Advisory World solving and how is that benefiting you?

Simplify and beautify client portfolio reviews. Review collected by and hosted on G2.com.