AdvisoryWorld and FTJ FundChoice are partnering to provide advisors with the tools they need to create client proposals.
"We know how important it is for advisors to quickly communicate their value to varying investor types," says AdvisoryWorld chief operating officer Michael Wilson. "Together with FTJ FundChoice and through our integration with the TD Ameritrade Veoâ platform, we offer the tools they need present portfolio analytics at any level of sophistication."
"Regardless of how skilled and experienced an advisor or asset manager is, the ability to show value to the client is essential," said FTJ Fundchoice national sales manager Cory Kendall. "By partnering with Advisory World, and integrating the performance of our 13 strategists to provide the best possible analytics, we are able to help financial advisors, and ultimately their clients, achieve their financial objectives."