Products November 12, 2010
Wealth Management Firm Offers New Platform
Netherby Wealth Management Solutions of Westport, Connecticut, is bringing AdvisorWorks to the market, an integrated front-office operational platform for financial advisers.
Reported by PLANADVISER staff
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
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