IW Financial's Advisor product line enables broker-dealers and advisor networks to enhance their advisors' ability to quickly and easily identify the investment opportunities that meet each client's specific guidelines, mission, or values.

IWF Advisor's set-by-step process makes it easy for advisors to understand their clients' concerns and identify the investment opportunities that live up to their standards. This powerful, web-based tool enables advisors to incorporate a new area of expertise into their practice.

Generating ratings is fast and easy with IWF Advisor. Simply choose which companies or mutual funds to rate, determine the criteria for rating them, and get ratings results in seconds. Save the chosen criteria as a profile, and ratings will always be one click away.

Use IWF Advisor to:

• Build your business by attracting high-net-worth clients
• Better understand clients
• Build client trust by offering highly personalized recommendations
• Evaluate existing investments and find new opportunities
• Enhance client reports and communication
• Differentiate services and win over new clients

91% of investors believe companies should take social, ethical and environmental issues seriously. 76% want to avoid companies that don't. Only 8% had ever received advice on ethical investing from a financial advisor.

Friends Provident study of investors