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
TD Ameritrade Veo® & iRebal®
Portfolio rebalancing technology for accounts held with TD Ameritrade Institutional— seamlessly integrated into Veo®, an account management and trading platform.
Pinpoint an investor's Risk Number and build a portfolio that contains the right amount of risk
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.