Netherby Wealth Management Solutions LLC Adds Hermening Advisory Services, LLC as Client to AdvisorWorks(TM) Platform
(firmenpresse) - WESTPORT, CT -- (Marketwire) -- 08/01/11 -- Netherby Wealth Management Solutions LLC, providers of innovative operational solutions to the wealth management industry, announced today that Hermening Advisory Services, LLC has selected the AdvisorWorks™ integrated wealth management platform.
Nate Dougall, Partner of Netherby Wealth Management Solutions, LLC, stated, "We are delighted to add Hermening Advisory Services, LLC as one of our Advisorworks™ clients. By adding Netherby's integrated wealth management platform as a part of their investment program, Hermening now has a complete solution -- offering their customers a comprehensive investment experience."
Kevin Hermening, Founder of Hermening Advisory Services, LLC, added, "At Hermening Advisory Services, we realized a paradigm shift in how we view our investment advisor representatives -- more as our clients. By adding the AdvisorWorks™ platform, we are giving our clients the tools that they need to grow assets and to help them manage both their prospects and clients."
By integrating industry leading operational, investment management and reporting capabilities into a uniform workflow environment, AdvisorWorks™ dramatically improves the quality and consistency of client service. The workflows enhance procedural and regulatory compliance, and immediately improve operational efficiency, allowing advisors to spend more time with clients and less time managing the process.
Hermening Advisory Services, LLC is a subsidiary of Hermening Financial Group, an independently owned financial consulting firm with over 18 years of personalized service. Hermening Advisory Services, LLC provides comprehensive planning and investment services to a broad range of clients. Hermening is affiliated with First Allied Securities, Inc., an Advanced Equities company. First Allied Securities, Inc. is one of the leading full-service independent brokerage firms in the nation. For additional information, visit
Netherby Wealth Management Solutions LLC provides innovative operational solutions and strategic expertise to the wealth management industry. AdvisorWorks™ is the front-office component of Netherby's complete outsourcing solution for financial advisors, which includes the iBOS(SM) data management and reconciliation service and MOJO(SM), a secure client access portal. For additional information, visit .
Contact:
Kevin Hermening
Direct: (715) 842-1916
Email:
Contact:
Nate Dougall
Main: (203) 227-1801
Email:
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Datum: 01.08.2011 - 07:15 Uhr
Sprache: Deutsch
News-ID 1026217
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WESTPORT, CT
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Commercial & Investment Banking
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