Wealth Management Firm Offers New Platform

Netherby Wealth Management provides operational solutions and strategic expertise to the wealth management industry. The new product is targeted at advisers servicing high-net-worth clients; its purpose is to assist them with operational and practice management tools to attract, service, and retain high value clients.

According to a news release, AdvisorWorks integrates the following functions:

• Client relationship management
• Investment policy statement generation and retention
• Proposal and portfolio construction
• Portfolio management and monitoring including rebalance and IPS compliance alerting
• Customized product catalog and enhanced client reporting