For Investment Technology, Platform & Service Providers

IW Financial gives investment technology, platform, and service providers the ability to evaluate third party managers and create investment portfolios, bringing portfolio customization to a whole new level. We help you deliver on the promise of managed accounts while creating a powerful tool for differentiating your services in the marketplace.

Capabilities and services offered by IW Financial include access to our proprietary ESG and faith-based issue research; investment product design; managed account platform evaluation and development; and overlay and MMA implementation. Our research and analytics can be integrated into your process and technology platform in multiple areas including:

• Business development
• Client service
• Portfolio management
• Compliance

Recognizing that many managed accounts providers will be entering the ESG world for the first time, IW Financial provides extensive consulting services to support the development and implementation of ESG-based products and platforms.  

Learn more about our consulting services or contact us.