IWF Advisor Features

IWF Advisor is packed with powerful features that help advisors better understand their clients, identify appropriate investments, and save time. Create profiles, quickly get ratings, and identify which companies best match your clients' standards.

Ratings — Appropriate investments are identified through detailed ratings of companies and industries based on selected criteria.

• Companies can be compared to others in the same industry or to all companies
• Personalized ratings for each issue area
• Exclude companies from results based on involvement in selected activities

Profiles — Users may personalize and save their corporate practices criteria as profiles for easy access and later use.

• Create and name profiles for later retrieval
• Reflect a variety of positions on an issue-by-issue basis
• View, edit and delete profile information
• Compare multiple profiles side-by-side

Help and Information

• Informative content on topics such as ratings and policies
• Convenient help section to support users
• Context-sensitive help in key areas of the application

Security and Access — Data is secure and accessible to you anywhere you have an Internet connection. Complete security controls ensure proper user access with easy account maintenance.

"Researching the social as well as the financial characteristics of companies can be enormously time consuming. IWF Advisor does a wonderful job of streamlining the process, allowing an impressive degree of control and customization over the research and screening functions."

Ben Lovell, Investment Advisor