CorrectNet, Inc., an information delivery and client reporting services for investment management firms, has signed up over 60 registered investment advisors (RIAs) for Advisor WebToolsTM (AWT), its web portal and reporting service for wealth advisors.
Advisor WebTools is a specially designed managed client reporting service offering for RIAs to leverage industry-leading tools and services to further enhance investor communication through dynamic web reporting and collaboration features. AWT is built on CorrectNets industry leading infiPOINTTM platform, which is used in the delivery of client reporting services to the asset management firms.
CorrectNets AWT balances customization and personalization with efficiency. Among specific features are:
-Integration with all popular portfolio management systems, including PortfolioCenter and Advent Axys*.
-Rich interactive web reporting with portfolios linked to market data, watch lists, and alerts.
-Full market data and research through industry-leading data sources.
-Secure two-way document vaults to support increased advisor/client collaboration.
-A full range of house-holding, permission and user management tools to securely deliver client reporting across any investor base.
-Embedded content management tools to effortlessly publish newsletters, commentaries or reports in addition to any other website content.
-High performance web portal with proven security serving Fortune 50 banks and financial institutions.
-AWT is delivered by the industrys most experienced client services and operations team, governed by ISO 17799 and SAS 70 Type II certified compliant processes, with eight world-class data centers.
Rapid uptake of the CorrectNet AWT program reflects the robustness, reliability and security of the InfiPOINT platform and managed service for financial advisors, delivering more information, of higher quality, with increased frequency, says Robert J. Miller, CEO, CorrectNet. In these challenging times, its clear that the financial advisor community has no appetite for unproven offerings. Were gratified that so many have endorsed our managed web portal and reporting service so quickly.
L.D.