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World Investment Advisors launched WorldMAP and introduces additional technology tools for financial advisors.

Jun 24, 20255 months ago
Santa BarbaraFinanceFinancial Services

Product Description

World Investment Advisors announced the enhancement of its technology stack by adding tools from various WealthTech providers, following the successful launch of its World Managed Account Platform (WorldMAP). These tools aim to improve efficiency and support growth for financial advisors using the firm's services.

Company Information

Company

World Investment Advisors

Location

Santa Barbara, California, United States

About

World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists.

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