iWealth supports the technology and operations areas by building,
selecting, integrating or running:
- Applications: portfolio
accounting, planning, and research; expense management; tax preparation;
performance reporting; and billing
- Operations: data access
- Reference Data: relationship
and asset masters
- Infrastructure: storage,
document management, systems management, and compliance
The applications and systems are based on our client and their
needs, and not pre-determined by iWealth or a re-seller agreement.
To provide affordable solutions, we prefer to use vendors and systems
that are pre-integrated and configured for the needs of the marketplace.
Through iWealth, clients can join together to share costs and processes,
but in all cases, we recognize that clients often already have some
unique processes or philosophies such that it would be more effective
to consult, build, and modify systems to plug into existing elements
within their organization.