AdvisoryWorld, a family-owned California Corporation
AdvisoryWorld, formerly Wilson Associates, was founded in 1987 by Philip Wilson and continues to be a leading provider of asset allocation, multi-security modeling, optimization, hypotheticals, cash-flow analysis and security and portfolio analysis.
We understand that every financial professional is looking for the same thing: a total solution to their computing needs. As a testament to our customer driven nature, we have recently added returns-based style analysis, financial planning and Monte Carlo simulation to our application and web-services library.
We continue to make strides toward the "Holy Grail" whether by developing new functions like style analysis or by partnering with complimentary offerings like Albridge Solutions, Orion Advisor and SalesForce.
We look forward to working with you.