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