Brinker Capital Strengthens Relationship with AdvisoryWorld Providing Financial Advisors with Next Generation Proposal Technology

Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its partnership with AdvisoryWorld, a leading software provider for financial advisors. Brinker Capital utilizes AdvisoryWorld as its technology partner for two comprehensive digital reporting applications, namely the Portfolio Observations and its Wealth Advisory proposal.

Portfolio Observations is a custom-built presentation that incorporates industry-leading investment portfolio analysis and uses natural language generation to automate talking points. Advisors can assess diversification and performance-based statistics, including investment overlap, maximum drawdown, and up- and down-market capture, as well as compare current assets versus the suggested model allocations.

“We are excited to announce our collaboration with Brinker Capital,” said Michael Wilson, President & CEO of AdvisoryWorld. “Our team at AdvisoryWorld worked hand-in-hand with Brinker Capital’s team to perfect this reporting technology as we both know how important the presentation layer is to a financial advisory practice. We look forward to working more with Brinker Capital to further enhance their financial advisors’ digital experience.”

“Brinker Capital is committed to providing financial advisors with state-of-the-art technology, such as artificial intelligence, to help streamline their business so they can spend more time with clients and prospects,” said Brendan McConnell, Chief Operating Officer at Brinker Capital. “We believe AdvisoryWorld’s enhancement equips advisors with the technology for day-to-day operations and asset management to focus on client relationships.”

For the Wealth Advisory proposal, Brinker Capital accesses AdvisoryWorld’s reporting capabilities via an application program interface (API) and features bespoke design elements wrapped around detailed quantitative metrics, goals-based Monte Carlo simulations, and highly-customized fact sheets.

“We’re excited to deliver a sophisticated, yet easy-to-use digital experience to advisors who work with high net worth and institutional investors,” said Jason Moore, Chief Administrative Officer at Brinker Capital. “The enhanced proposal is just one of the many services and solutions that Brinker Capital Wealth Advisory offers to advisors who work with investors with at least $1 million of investable assets.”