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.

We've integrated our platforms with leading-edge technology so you can invest more time with your clients.

Our ever-evolving technology package includes:

Charles Schwab

Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.

Altruist

Empowering RIAs to drive better client outcomes. Digital account opening and funding, native billing and reporting, fractional shares, an intuitive interface, and so much more.

SEI

Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Technology and operations: Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges. Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

Redtail CRM

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

Orion Advisor Tech

Integrated performance reporting, accounting/billing, data management

Microsoft 365 Business

Powerful web, mobile, and desktop apps to run your business. Includes Word, Excel, Powerpoint, OneNote, Outlook, Teams, and more.

Citrix ShareFile

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

RedOak Compliance

Whether through our innovative software solutions or expert consulting, Red Oak empowers financial services firms to mitigate risk, manage costs, and receive unparalleled support. Our commitment to quality and deep expertise enable us to deliver solutions that stand out in the industry.

Zocks

The AI Assistant for financial advisors. Get 10+ hours a week back to focus on your clients. Automate your meeting notes, intake forms, client emails & more.

Nitrogen*

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.

Y Charts

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

Pontera

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.

*Nitrogen Disclosure: The Six Month 95% Probability Range is calculated from the standard deviation of the portfolio (via covariance matrix), and represents a hypothetical statistical probability, but there is no guarantee any investments would perform within the range. There is a 5% probability of greater losses. The underlying data is updated regularly, and the results may vary with each use and over time.

IMPORTANT: The projections or other information generated by Nitrogen regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. These figures may exclude commissions, sales charges or fees which, if included would have had a negative effect on the annual returns. Investing is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.