Services

Overview

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 and reconciliation
  • 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.