SPEND MORE OF YOUR TIME ANALYZING, ADVISING AND BUILDING VALUABLE CLIENT RELATIONSHIPS
Our innovative digital advising platform will give you the competitive advantage to grow your practice.

ELEVATE YOUR LEVEL OF SERVICE

We know your clients invest in more than ETFs

 

Automatically aggregate all your clients’ asset classes and financial information in one place. NetWorth Platform is designed to support the universe of asset classes, which includes alternative investments, insurance, real estate, commodities, as well as conventional stocks and bonds.

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.

ALTERNATIVE INVESTMENTS
NetWorth Advising Platform is helping RIAs to take advantage of the exciting momentum of Alternative Investments through its sophisticated asset management and reporting capabilities.

 

Alternatives Investments can present excellent retirement income and diversified investment opportunities for your clients. Superior yields and increased sustainable long-term investment returns have propelled this asset class to a more prominent role in the investment industry.

HOW NETWORTH COMMUNICATES

SMART MOBILE DEVICES
NetWorth can be accessed through mobile and other personal devices for users who need immediate access to their investment information while on the go.
GRAPHIC USER INTERFACE
NetWorth can be accessed through a single or dual application layer
VISUAL AND VOICE-CONTROLLED INTELLIGENT PERSONAL ASSISTANT SERVICES
NetWorth can be activated and integrated with visual and voice-controlled devices to provide investment information in a client’s portfolio.
SOCIAL MEDIA AND EMAIL
NetWorth users can initiate the platform to generate financial reports that can be emailed to the client on demand.

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.

Quickly and effortlessly verify the accuracy of your clients’ 8949 Form prior to filing.

Adjust inaccurate cost basis for “covered” and “noncovered” securities reported on the 1099-B.

Save your clients from IRS penalties and fines for inaccurate cost basis reporting.