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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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AllocationMaster
by Sungard |
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Asset
Allocation Solution for Advisors |
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NWT has partnered with
Sungard
to
offer our representatives the
AllocationMaster
Portfolio Management Solution.
An asset allocation
solution for retail brokers, AllocationMaster
supports financial advisors in configuring
investment portfolios for high-net-worth
individuals.
Advisors use
AllocationMaster for developing financial
profiles of their clients, generating
simulations, and optimizing portfolios, with the
goal of identifying asset allocations that are
both backed by analysis and suited to clients'
individual needs. |
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Client
Profiling that takes into account the client's current
portfolio, risk tolerance, and projected cash flows. |
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Portfolio Optimization to compute the optimal combination
of asset classes that maximize return at each risk level. |
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A
complete analysis of future projections using the system's
Financial Forecasting and Monte Carlo Simulation
components. |
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After
an allocation has been determined, the ability to
designate the investment product transactions that will be
required to achieve the asset allocation plan. |
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The
final implementation plan, shown in easy-to-understand
graphs and schedules. |
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Enhance Your
Return Opportunities with AllocationMaster |
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AllocationMaster was developed with a single goal: To
help investment advisors provide the best guidance to
their clients. The ability to make better decisions
requires powerful analytical tools, in a highly usable
format. AllocationMaster provides all of the
capabilities you need to handle the client's basic
needs and, at the same time, deal with the most
complex high-net-worth portfolios. |
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Portfolio Optimization |
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At the heart of
AllocationMaster is its powerful portfolio optimizer.
AllocationMaster contains the complex mathematics of
Modern Portfolio Theory in a format that is
understandable by the investment advisor. The program
uses the same time-tested, Nobel-prize winning
approach first developed by Dr. Harry Markowitz. |
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AllocationMaster Brochure
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Asset Allocation For
Investment Advisors |
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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.
*Various images & text on this page
courtesy of Sungard |
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