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.

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Integrated performance reporting, accounting/billing, data management

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

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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 

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

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Comprehensive investment research platform designed to help advisors make smarter investment decisions