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Why Independence? |
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| Thinking of going
independent? Explore the benefits offered by NWT's
Broker Programs. |
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Products/Services |
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| NWT offers a
comprehensive listings of financial vehicles & services
for our Registered Reps. |
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Contact Us |
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| Talk to an NWT
Representative about our customized services & client
transition process. |
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| NWT-IB
Brochure |
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| Download our
brochure. You will need Adobe Acrobat to view. |
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Providing Comprehensive Business Solutions
for Independent Representatives |
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Third-Party Financial Planning Software |
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Customize Your Planning Solutions |
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NWT works with several of the financial planning
industry's most respected software companies to
offer our independent representatives a variety
of options in Financial Planning Programs.
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Optional
Software & Support |
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These programs are perfect for advisors looking
to enhance their overall client presentation or
cater to the needs of specific high-end clients.
If you are using a Financial Planning suite not
listed, please feel free to contact NWT to add
your system to our list. |
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Financial Planning Professional
from Lumen Systems |
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Financial Planning Professional (FPP) is a comprehensive
financial planning software program for Windows. All areas
of planning are available in a single, fully-integrated
package--there's no need to purchase each planning area
separately. As a powerful financial planning tool, FPP
gives you flexibility, detail, and the ability to quickly
create full plans or modular reports to suit your needs.
FPP has what it takes to grow your business and
communicate more effectively with your clients.
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Financial Profiles |
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Whether your
clients need personal financial planning or
investment advice, Profiles helps you serve
your customers more efficiently. Profiles'
planning software creates clear, compelling
presentations that pinpoint client needs,
present financial options, and graphically
demonstrate the value of your recommendations.
Whether you're offering goals-based advice or
conducting a detailed cash flow-based analysis
of your client's finances, we have the right
financial planning software solution to fit
your needs and your budget.
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PlanningStation
by SunGard Online Investment Systems |
SunGard
PlanningStation™
is a browser-based, interactive, real-time
financial planning solution designed to meet a
wide range of planning needs. It offers
single-issue goal-based planning, as well as
comprehensive cash flow planning. Covering
over 20 financial concepts including
retirement planning and portfolio allocation,
SunGard PlanningStation harnesses the power of
scenario comparison, what-if modeling and
Monte Carlo simulation to provide a complete,
integrated planning solution.
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Quarterly
Cost: $300
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www.online.sungard.com |
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Allocation Master
by Frontier Analytics |
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AllocationMaster™. Turn your investment
recommendations into positive actions.
Transform client contacts into long-term
relationships. Separate your value-added
services from those of your competitors.
AllocationMaster asset allocation software
will set you apart. It provides all of the
capabilities you need to handle the client's
most basic needs and, at the same time, deal
with the most complex high net worth
portfolios. |
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Quarterly Cost: $75
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www.allocationmaster.com
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InvestmentView
by Thomson |
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Thomson
InvestmentView is a complete sales support
solution for financial advisors. For Financial
Advisors to grow their client relationships
and increase their assets under management,
they need access to a complete range of
research and sales tools to help them provide
their clients with personalized, compelling
and timely advice. |
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Annual Cost: $250
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www.thomson.com
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Advisor Workstation
from Morningstar |
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Morningstar
Advisor Workstation is Morningstar’s
integrated solution for advisors who want to
increase their productivity and sales while
improving their service to clients.
Workstation helps you accomplish this with
smart and flexible online tools that can be
customized to any need and situation. Below
you will find the different components of a
successful advisory process. Each component is
covered by a specific Workstation function. |
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Annual Cost: $2500
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www.morningstar.com
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Principia Suite
from Morningstar |
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Morningstar®
Principia® is
one of the most widely used resources in the
financial planning industry. With a powerful
research database that includes mutual funds,
stocks, variable annuities, closed-end funds,
and separate accounts, advisors can conduct
advanced research and analysis, monitor
portfolios, and propose investment strategies. |
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Annual Cost: $2695
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www.morningstar.com |
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If you're ready to take the next step in your professional
life and transition over to a truly independent firm,
contact an NWT representative today at 1.877.644.1112 or
email us at
brokers@nwtfinancialgroup.com and a designated representative will
follow-up in a timely manner.
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