• 1987

Company Description

AdvisoryWorld, Inc. provides asset allocation, multi-security modeling, optimization, hypotheticals, cash-flow analysis, and security review solutions for financial professionals. It offers integrated capital engine (ICE), a platform to manage portfolios from an Internet ready computer; Monte Carlo simulation, a plug-in for ICE to determine the probability of outcomes; and ICE security analysis, a plug-in for ICE that includes performance measurement, risk analysis, style and factor analysis, and quantitative analysis of indices, securities, and portfolios. The company also provides optimization plug-in for ICE that uses a hierarchical method to generate portfolios; ScanData, a solution that sorts and reviews over various fields of information on asset classes, mutual funds, stocks, variable annuities, and closed-end funds; and Ramcap, a multi-asset/multi-security asset allocation and optimization solution. In addition, it offers databases for asset classes, mutual funds, stocks, variable annuities, and closed-end funds; Power Plus, which includes power optimizer, analytics, and ScanData programs with mutual fund database; and RAMCAP Plus, a package that includes RAMCAP, analytics, and ScanData programs with mutual fund database. Further, the company provides stock quote and research services, such as quotes on various stocks; industry and security research, including analyst estimates, EPS surprises, and recommendation consensus; fundamental information on North American listed companies; and economic and security information and research services. The company was formerly known as Wilson Associates. AdvisoryWorld, Inc. was founded in 1987 and is based in Sherman Oaks, California.

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