FAIRFIELD, N.J., July 30, 2018 (GLOBE NEWSWIRE) -- Bleakley Financial Group (Bleakley), an independent financial advisory firm and user of LPL Financial’s hybrid RIA platform, today announced a strategic partnership with AdvisoryWorld, a leading software provider for financial advisors and member of LPL Financial’s select Vendor Affinity Program. Through this partnership, announced today at LPL Focus 2018, Bleakley financial advisors and clients will benefit from clear and cutting-edge model composite reports, portfolio comparative reports, as well as investment fact sheets, all accessed via AdvisoryWorld’s seamless integration with Orion Advisor Services technology.
Since its founding, Bleakley has continuously vetted and invested in new technologies to further support Bleakley advisors and improve its overall client experience. Bleakley employs aggregation technology, pulling together accounts clients hold away and merging them into Bleakley’s broader financial planning system. The Firm also employs a suite from Orion Advisor Services that integrates Bleakley’s trading and client-reporting activities into the same financial planning system, making tax-loss harvesting and overall trading more efficient and productive for its clients.
With this newest partnership, Bleakley adds AdvisoryWorld’s industry-leading investment and portfolio analytic and reporting technology to it financial planning system. The technology allows advisors to assess diversification and performance-based statistics, including investment overlap, max. drawdown, and up and down market capture, and then present the findings to clients via reports that are clear and concise. Additionally, the technology allows Bleakley advisors to compare current assets versus suggested model allocations for investment proposal purposes and to further support the advisor client relationship.
Kyle Welsey, CIMA, Digital Platform Manager for Bleakley, shared, “Our partnership with AdvisoryWorld is a tremendous value add not just for our advisors, but more importantly for the clients we serve. With AdvisoryWorld’s integrated technology, we are able to analyze, review and compare client portfolios which helps provide meaningful advice to our clients.” Vince Nauheimer, Managing Director at Bleakley, added, “Within the ever-changing Wealth Management industry, we believe Bleakley’s partnership with AdvisoryWorld will continue to be a key driver of our success.”
Michael Wilson, President and COO of AdvisoryWorld, added, “We are excited to announce our partnership with Bleakley at LPL Focus 2018. Bleakley’s commitment to sourcing and employing technology that not only supports their advisors but also creates an unparalleled experience for their clients has been inspiring to be a part of and witness. We look forward to continue working together and innovating for the benefit of our industry.”
About Bleakley Financial Group
For over 30 years, Bleakley Financial Group has provided financial planning and wealth management services to clients throughout the country. As an independent firm with a small client-to-advisor ratio, our advice and guidance is personalized and focused on your success.
Bleakley has the size and scale to deliver state of the art service with a personal touch. Our infrastructure consists of an experienced team of over 100 investment professionals, including financial advisors, research assistants, client service associates and administrative support.
We are proud to foster a culture we believe to be unmatched in the industry, where your satisfaction is our first priority. Frequent communication, attention to detail and a commitment to service excellence are hallmarks of our firm.
Visit www.bleakley.com for more information or call (973) 575-4180.
About AdvisoryWorld
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 35,000 investment professionals nationwide. For more information, please visit www.advisoryworld.com.
AdvisoryWorld Media Contact – Jacqueline Silva, (646) 405-6336, jacqueline@silvacommunications.com
Bleakley Financial Group Media Contact – Vincent Nauheimer, 973-575-4180 x 336, vincent.nauheimer@bleakley.com