For Broker-Dealers & Advisor Networks

Like institutions, individual and high net worth investors are demanding more personalized portfolios. The ability to offer customized accounts based on those issues and values important to clients can be a significant competitive advantage to financial advisors and broker-dealers competing in an increasingly crowded marketplace.

IW Financial offers broker-dealers the industry's only complete, seamless solution for incorporating ESG research and analytics.
For internal investment management, IWF Workstation facilitates portfolio construction and overlay management. Its robust analytics and in-depth research enable a broker-dealer to create or evaluate products for distribution to advisors.  

For your advisors we offer a streamlined application, IWF Advisor, that has the same ratings analytics as IWF Workstation and can be private labeled to carry your branding. This means that you can add a whole new level of value to your advisors, enabling them to bring institutional quality service to clients while supporting your investment products and extending your brand.  

As a research and a marketing tool, Web-based IWF Advisor lets your RIAs conduct an ESG review of a client's existing holdings as well as in-house and third party investment products. This can act as a powerful vehicle for improving client communications and building loyalty.

IWF Advisor includes a step-by-step process to help advisors identify client concerns, build "Profiles" based on client preferences, and rate both individual companies and portfolios.

Values-based investing is one of the fastest-growing areas of the investment world. According to one study, 76 percent of investors want to avoid companies that don't take social, ethical, or environmental issues seriously. Yet only 8 percent had ever received advice from a financial advisor on ethical investing. ESG research and technology-based solutions give you the tools to profit from this market opportunity.

To learn more about how IW Financial can work with broker-dealers and advisor networks contact us.