According to the Netherby, by integrating operational, investment management and reporting capabilities into a uniform workflow environment, AdvisorWorks solution improves the quality and consistency of client service.
It also enhances procedural and regulatory compliance, allowing advisors to spend more time with clients and less time managing the process.
Tidewater Wealth managing member Bill Chisholm said with AdvisorWorks, the firm now has the operational tools to help the company manage both its clients and prospective clients more efficiently and effectively.
Netherby Wealth Management Solutions partner Nate Dougall said Tidewater Wealth Advisors has demonstrated a commitment to excellence by combining the front office capability of AdvisorWorks and the back office functionality of iBOS. They now have a complete wealth management solution – offering their customers a comprehensive investment experience.
In addition, Netherby Advisors, the investment advisor affiliate of Netherby Wealth Management Solutions, will act as a named sub-advisor to Tidewater Wealth Advisors.
