NWT Financial Technologies |
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FINANCIAL MARKET TECHNOLOGY |
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NWT Financial Market Technologies > Adhesion
Technologies |
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 Professional
Portfolio Management Solutions |
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With
WealthADV, you spend more time
concentrating on your client's needs and less
time dealing with technology issues. |
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Report Wizard to easily
create customized report packages |
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Facilitates CFA Institute
GIPS Compliant performance reporting |
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Sophisticated attribution
analysis, custom benchmarks |
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Report performance by
manager, class, style, sector, type, household... |
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Rich, branded online web site
for clients to access account information |
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Enhance Your
Return Opportunities with WealthADV |
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Outsourced Portfolio Accounting & Back Office
Services |
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With
WealthADV you do not need to: i) acquire / maintain
portfolio accounting software and the computer
infrastructure to support it; ii) accept the software's
report limitations; or iii) hire, train and retain
operations staff to maintain your client account data.
Step up to WealthADV Op-Center and then focus on your
clients and your business. |
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Comprehensive Firm and Client Reporting |
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WealthADV Dashboard - business intelligence at
the "point of attack" offers; "Always
Available" reporting on data that is kept
current daily. No waiting for quarter or
month end. View performance returns for
any point-to-point date range, not just
month-end to month-end. CFA Institute
GIPS compliant performance calculations;
includes all cash flows for true daily,
time-weighted returns. |
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Security and Business Continuity |
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Data security and
business continuity are critical issues to
your practice. These key themes are embraced
throughout the WealthADV platform, at every
layer of the infrastructure. Much focus has
been set on ensuring your information remains
safe and the platform remains available. With
WealthADV your practice leverages proven,
"institution class" technology infrastructure
at a fractional cost. |
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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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