IWF Advisor Benefits

Finding sound investments that manage risk and live up to a client's personal standards used to be a complicated, expensive, and time-consuming process. Not any more. With IWF Advisor you can quickly deliver personalized ratings that identify which companies best match your clients' personal standards.

What are the benefits to advisors?

• Grow your business and differentiate yourself — With IWF Advisor you can offer prospective clients a whole new level of service and the opportunity to make sure their investments live up to their values—without sacrificing performance
• Build client loyalty — Gain trust from your clients by discussing their interests. In a recent Calvert/Harris study of investors, 88% reported that they would view their advisor as more trustworthy if he or she discussed values as part of the investment process.
• Manage risk — Evaluate companies based on emerging risk factors and corporate practices. This powerful combination means you can screen companies you've identified as prospects and quickly find quality alternatives.
• Save time — IWF Advisor streamlines the research process and provides user-friendly information that helps you and your clients explore investment opportunities that live up to their values.

How can you use IWF Advisor in your business?

• Personalize your advice — Exploring issues with your clients can be a great way to expand your understanding of their objectives. Your clients will appreciate the new levels of personalization and detail you can now offer them.
• Evaluate existing investments — Instantly check a client's existing holdings, or build and personalize portfolios to match your clients' values.
• Identify new investment opportunities — Use the ratings engine to search for new investment opportunities.
• Introduce prospective clients to your unique services — Send prospective clients sample ratings. Survey them about what is important to them, and provide a list of good investments that will exceed their expectations. Or offer to evaluate their existing portfolio of companies. You can even invite them into your office and walk through the process online.

"This [IW Financial's] product is a powerful tool for advisors. It is sophisticated and will impress clients."

David Hills, AG Edwards, Financial Advisor