RIA Webinar: “AdvisoryWorld: Implementing a Streamlined Proposal Process”

Join AdvisoryWorld for the webinar “Implementing a Streamlined Proposal Process” on Wednesday, Oct 26 at 4 p.m. ET.

AdvisoryWorld‘s applications can add efficiency to your front office analytical needs by integrating portfolio analytics, investment planning and proposal generation into your advisory workflow. This webinar is an opportunity to become acquainted with AdvisoryWorld’s streamlined proposal system.

Using a risk tolerance questionnaire, AdvisoryWorld

  • Assigns an investor risk score and investment objective
  • Generates a proposal, using the corresponding model allocation.

Click here* if you would like to register for this webinar.

* By clicking on this link, you understand you will be redirected to AdvisoryWorld, a third-party website operated and maintained by AdvisoryWorld. Scottrade and AdvisoryWorld are not affiliated. The AdvisoryWorld website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc.-Member FINRA/SIPC.