WHEN YOU’RE MANAGING MILLIONS OF ACCOUNTS, DATA ACCURACY, COMPLIANCE AND INNOVATION WILL QUICKLY SEPARATE YOU FROM YOUR COMPETITORS
“NetWorth’s current focus is on building out the cognitive capabilities of our AI model. NetWorth’s patented framework, which utilizes its own proprietary data (going back over nine decades), coupled with its deep learning capabilities will inherently change the way investment advice is being conveyed today.”
Nico R. Willis CEO NetWorth Services, Inc.

Portfolio Management

Customized Client Reporting

Rebalancing

Net Worth Reporting

Alternative Investments

Firm Reporting

Back Office Document Management

Client Portal

Data Aggregation

API & Integration

Powerful Analysis

Robust Data Modeling

Flexible Portfolio Metrics

Tax Optimization

Cost Basis Engine

Tax Lot Harvesting

FLEXIBLE AND SCALABLE SOLUTIONS

The financial advice industry is currently undergoing an extraordinary number of advisor changeovers, mergers and acquisitions, creating an analogous demand for innovative technology that can provide stability and seamless support of a firm’s economic growth.

 

Designed using sophisticated APIs, the modular configuration of NetWorth’s digital advising platform allows us to provide flexible and scalable intelligent solutions that are capable of meeting the demands of the changing landscape of today’s advisory firms.

COST BASIS ENGINE

TOTAL INTEGRATION

Customized integration into any existing back-office platform to calculate cost basis

DESKTOP ACCESS

Front-office desktop application providing professionals with quick cost basis calculations, historical corporate action information, security pricing, and date of death and gift valuations

TAX OPTIMIZATION

Powered by the Netbasis engine, NetWorth’s portfolio management tool allows investors to run “What If” and tax lot relief scenarios for tax optimization.

HIGH-VOLUME COST BASIS RECONSTRUCTION

Netbasis will reconstruct and verify cost basis information for ACATs or historical positions with missing or questionable cost basis information

WASH SALE BATCH SERVICE

Millions of client records are subject to missing cross-account trade detection as well as erroneous deferral assignments to complicated trades. Netbasis Batch is a cost effective solution to high-volume wash sale data detection/verification.

API MODULAR SERVICE

FinTech businesses can leverage NetWorth’s best-of-breed API library of modularized features and functionalities, through a seamless connection that can be integrated into their product or service solutions.

EMPLOYEES
WHO MANAGE
THEIR FINANCIAL
WELLNESS ARE
PROVEN TO BE
MORE PRODUCTIVE