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.
We've integrated our platforms with leading-edge technology so you can invest more time with your clients.
Our ever-evolving technology package includes:
Web-based, full-featured, and easy-to-use client management solution
Orion Advisor Tech
Integrated performance reporting, accounting/billing, data management
Comprehensive investment research platform designed to help advisors make smarter investment decisions
Secure content collaboration, file sharing, sync and cloud-based storage solution
Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.
Nitrogen is the world's first growth platform for wealth management firms. Their powerful suite of tools enables advisors to confidently navigate the journey from prospect to meeting, and from meeting to loyal client, while staying true to their fiduciary duty.
Pontera makes it possible for financial advisors to manage their clients’ held away accounts. The platform empowers advisors to offer comprehensive, holistic wealth management to their clients by enabling held-away account management and trading.