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Why Independence?
 
Thinking of going independent?  Explore the benefits offered by NWT's Broker Programs.
Products/Services
 
NWT offers a comprehensive listings of financial vehicles & services for our Registered Reps.
Contact Us
 
Talk to an NWT Representative about our customized services & client transition process.
NWT-IB Brochure
 
Download our brochure.  You will need Adobe Acrobat to view.

Contact Us
 
275 First Place NW
Issaquah, WA 98027
Tel: 877-644-1112
Local: 425-295-0400
Fax: 425-295-0401
brokers@nwtfinancialgroup.com
 
Providing Comprehensive Business Solutions for Independent Representatives
 
 
 
 
Axys by Advent
Reliable Portfolio Management System
 
NWT has partnered with Advent to offer our representatives the Axys Portfolio Management Solution.  Axys®, Advent’s industry-leading portfolio management, reporting and accounting solution, brings speed, accuracy and flexibility to your firm’s investment management practice.

A portfolio management system is the foundation of an investment management firm’s business.  The portfolio accounting & reporting module includes Advent’s comprehensive and powerful accounting and reporting system, Axys®, to enable asset managers to gain a competitive advantage through the use of sophisticated tools. Firms can easily manage an extensive range of investment instruments resulting in efficiencies that allow them to both grow their business without increasing overhead and focus on differentiating services.  Selected Axys features are:

Reduce Operating Costs with Industry Leading Technology
Axys enables the back office to scale operations as the business grows with minimal increases to staff. The easy to use custom report writing capabilities in Axys allow users to create their own reports eliminating the need to involve IT resources.
       
Axys supports varied product types and investment styles so that firms can make an investment in tools that grow with them, even if their requirements change.  The portfolio accounting & reporting module delivers the ability to serve clients with diverse needs without adding incremental technology to support those needs.
 

 

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.

*Various images & text on this page courtesy of Advent

 
 
 
 
 
 
 
 

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Member FINRA SIPC | Washington State LLC

All information contained herein is for informational purposes only. Providing said information does not in any form - oral, written, or otherwise - create, establish or develop any relationship between NWT Financial Group, LLC. and the reader of the information on this site.