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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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Client
Management Technology |
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Comprehensive Management Solutions |
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NWT has partnered
with various technology leaders in the financial planning
industry to offer a set of highly
sophisticated management solutions for independent brokers,
registered representatives, money managers, and
investment professionals.
Front and back-end client management reporting
tools, transition support and financial planning
functionality offer financial professionals a complete
solution while providing a competitive advantage through
significant cost savings and ultimately greater profitability
for their clients. |
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Distinctive
client service & reporting with powerful
front-end/back-end solutions |
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Automatic
form filling during the transition process to enhance
efficiency |
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Create
personalized client reports and professional looking
proposals |
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Manage
day-to-day client interactions, and backup critical client
documentation |
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Interact
directly with the markets via sophisticated direct access
technology |
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We've Got Every
Aspect of Your Technology Covered! |
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Transition Software |
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AT NWT, we believe that cutting-edge
technology is critical to the success of our
independent representatives, especially during
the transition process. To accommodate
our transitioning representatives, NWT has
selected
LaserApp,
which offers a comprehensive solution for
representatives to streamline the completion
of account paperwork, so that you can spend
more time dealing with the growth of your
business and less time worrying about client
documentation. |
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Details |
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Financial Planning Software |
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At the heart of NWT's business model is
flexibility. Based on this concept, we
provide our representatives with the
opportunity to select from any of our
recommended Financial Planning Software
providers or choose your own preferred
solution and NWT will work with you to share
the expense! Click below for a listing
of our recommended programs or contact an NWT
specialist at
brokers@nwtfinancialgroup.com for additional
information. |
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Client Management Solutions |
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Client relations managers or
CRMs
have become increasingly popular and now
represent an integral aspect in technology
arsenal of most independent representatives.
Building on the concept of complete
customization, NWT offers our clients the
choice of selecting from a wide variety of
today's most popular web-based and desktop
client management solutions, including
Redtail,
Salesforce,
ACT,
and
Advisors Assistant! |
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Communications Backup & Management |
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To ensure full compliance support with all
client communications, NWT has selected Global
Relay as our preferred Communications Management
provider.
Global Relay's Suite of Hosted Messaging
Services provides businesses with easy-to-use
professionally-managed, archiving, continuity
and security solutions. |
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Direct Access Execution Systems |
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If active trading in stocks, options or
futures is a component of your financial
management business, then look no further than
NWT's network of Direct Access Execution
systems including
Realtick,
Nexa
Technologies,
and
InstaQuote.
Learn more about the advantages offered by
these premier trading platforms. |
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Details |
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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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