SOURCE: Netherby Advisors LLC

Netherby Advisors LLC

November 12, 2010 11:42 ET

Netherby Launches New Platform for Independent Financial Advisors

WESTPORT, CT--(Marketwire - November 12, 2010) - Netherby Wealth Management Solutions announces the launch of AdvisorWorks™, an integrated front-office operational platform for financial advisors.

Netherby Wealth Management Solutions of Westport, Connecticut, a provider of innovative operational solutions and strategic expertise to the wealth management industry, today announced the commercial launch of their new AdvisorWorks™ service. Targeted at financial advisors servicing high net worth clients, AdvisorWorks™ empowers advisors with the operational and practice management tools to attract, service and retain high value clients.

By integrating industry leading operational, investment management and reporting capabilities into a uniform workflow environment, AdvisorWorks™ dramatically improves the quality and consistency of client service, enhances procedural and regulatory compliance, operational efficiency, allowing advisors 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, customized Product Catalog 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," stated Fred Busk, Founder and Managing Partner of Netherby.

Available as a hosted application, AdvisorWorks™ is accessible by a secure web browser connection and fully customizable to each advisory firm's unique branding. 

AdvisorWorks™ is the front-office component of Netherby's complete outsourcing solution for financial advisors which includes the iBOS(SM) data management and reconciliation service and MOJO(SM), a secure client access portal.

For additional information on AdvisorWorks™, to schedule a demo or to inquire about the other services Netherby offers, please contact Nate Dougall at 203-227-1801.

About Netherby
Netherby Wealth Management Solutions provides innovative operational solutions to the wealth management industry. For additional information, visit www.netherby.com.

Contact Information

  • Contact:
    Nate Dougall
    Main: (203) 227-1801
    Email: Email Contact