Technology

Independent Wealth Network’s leading-edge technology provides scale along with time and cost efficiency that drives growth. Our team will work with you and your staff to orient and implement your technology platform.

Integrated performance reporting, accounting/billing, data management

Secure content collaboration, file sharing, sync and cloud-based storage solution

Portfolio rebalancing technology for accounts held with TD Ameritrade Institutional— seamlessly integrated into Veo®, an account management and trading platform.

Web-based, full-featured and easy-to-use client management solution

Pinpoint an investor's Risk Number and build portfolio that contains right amount of risk

Actionable research and insights from top Analysts