IW Financial provides a wide range of services and support to ensure our customers understand and utilize our tools to the fullest potential.

Training

IW Financial offers training options for both investment managers and advisor networks. Our professional training team provides basic or advanced online training, workshops at your location or ours, or a customized program to fit your group's needs.

New IWF Workstation customers will receive a complimentary training session to ensure they acquire the knowledge and skills to utilize the product to its fullest potential.

Advisor networks will receive online group training sessions for their members as well as follow-up support.

Support

IW Financial's basic support package is delivered online through our FAQ and email support. More extensive support plans can be customized to fit the needs of your organization.

Implementation

Our priority is to get you set up quickly. IW Financial's web-based products are delivered via the Internet and do not require IT integration. IW Financial assigns a contact person to work specifically with you and your organization to ensure smooth implementation.

Customization

IW Financial's applications can be customized in a variety of ways to suit your organization's needs. The flexibility of our technology allows us to deliver private label solutions or incorporate additional research, whether it is your proprietary research, additional third-party research or custom research conducted by our research team.

Contact IW Financial to learn more.