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Netherby launches front office platform for financial advisers

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Connecticut-based Netherby Wealth Management Solutions has launched AdvisorWorks, a front office operational platform for financial advisers.



Targeted at financial advisers servicing high net worth clients, AdvisorWorks gives advisers operational and practice management tools that aim to attract, service and retain high value clients.

By integrating operational, investment management and reporting capabilities into a uniform workflow environment, AdvisorWorks aims to improve the quality and consistency of client service, enhance procedural and regulatory compliance, and improve operational efficiency, allowing advisers to spend more time with clients and less time managing the process.

Key functionality available within AdvisorWorks includes client relationship management, investment policy statement generation and retention, proposal and portfolio construction, portfolio management and monitoring including rebalance and IPS compliance alerting, customised product catalogue and enhanced client reporting.

"Our goal with AdvisorWorks was to migrate the best practice and operational workflow solutions found in the institutional market to the independent wealth management industry in an affordable and easily deployed fashion. With the launch of AdvisorWorks, we help level the competitive playing field for our clients by making the capabilities of the largest wealth management firms available to the small and midsized market," says Fred Busk, founder and managing partner of Netherby.

Available as a hosted application, AdvisorWorks is accessible by a secure web browser connection and fully customisable to each advisory firm’s branding.

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