NWT Financial Technologies |
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FINANCIAL MARKET TECHNOLOGY |
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NWT Financial Market Technologies |
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Portfolio
Management Solutions |
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A
Competitive Edge for Independent RIAs |
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NWT has partnered with several of the financial
industry's most respected names to offer our
independent representatives access to
sophisticated Portfolio Management tools
including:
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WealthADV by Adhesion Technologies
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Broadcort Online by Merrill Lynch
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Axys by Advent
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AllocationMaster by Sungard
These systems are
designed to cover a wide array of account
management aspects:
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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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More Information |
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NWT Financial at a glance |
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[PDF / 5 pages / 245 KB] |
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 Professional
Portfolio Management Solutions |
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WealthADV
by Adhesion Technologies |
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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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Details |
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MLX
by Merrill Lynch |
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MLX is Merrill
Lynch's proprietary Internet platform for
institutional clients with hosting
functionality ranging from research and
analytics to trade execution and post-trade
reporting. It’s a convenient way to interface
with Merrill Lynch’s wide range of products
and services, organized under the following
major business segments... |
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Details |
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Axys
by Advent |
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Axys®, Advent’s
industry-leading portfolio management,
reporting and accounting solution, brings
speed, accuracy and flexibility to your firm’s
investment management practice. The benefits
gained by using Axys are tangible-- improved
decision support, increased productivity,
reduced errors, lowered overhead and enhanced
client service. |
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Details |
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AllocationMaster
by Sungard |
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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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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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