IWF Workstation, IW Financial's premiere solution for money management firms, streamlines the research process and produces customized evaluations of investments and investment opportunities. This web-based tool quickly and easily screens for industry involvement, rates companies, and provides access to narrative details on specific issues based on user-selected criteria.

The power and flexibility of the Workstation platform means it can serve the needs of different departments within a firm. IW Financial customers are currently using the Workstation in compliance, research, portfolio management, client services and marketing.

Use IWF Workstation to:

• Find and evaluate investment options
• Enhance fundamental research
• Identify emerging risks
• Comply with client guidelines
• Differentiate services and win new clients
• Utilize unbiased research
• Build client loyalty and trust

Available Configurations

IWF Workstation can be configured with research on a wide array of corporate practices and/or research on corporate governance. Customized solutions are also available for clients seeking to incorporate proprietary research.

• Corporate Practices — The unbiased ratings engine of IWF Workstation with corporate practices allows investment managers to serve their entire book of business, making it easy to comply with guidelines or tailor personalized investment recommendations.
• Governance — IWF Workstation with corporate governance allows users to look at governance issues from multiple perspectives rather than be tied to a single standard. This flexibility enables separate business units such as research, compliance, and client services to tailor usage to meet their group's needs.
• Corporate Practices and Governance — IWF Workstation with corporate practices and governance combines all the research and functionality of our separate corporate pactices and governance offerings in one, easy-to-use platform.
• EIRIS International Workstation — By incorporating environmental, social, and governance research from Ethical Investment Research Services (EIRIS) into the IWF Workstation platform, we offer robust and easy access to data and analytics for international companies.

"Trying to look at client portfolios used to take days. The Workstation provides a very easy way to get a picture of the portfolio and how the portfolio compared to our clients values. It takes minutes."