How Integrated Wealth Strategies Conducts Research With Advisor Workstation
Maryann Ruck likes to be immersed in financial data, which is why she uses Advisor Workstation. The consistent availability of investment data and the flexibility of the user interface enables her to generate custom and relevant investment reports. Clients are routinely wowed by her ability to include specific and comprehensive information combined with her insights and recommendations.
Watch Maryann’s success story below.
How Advisor Workstation improves process
How Advisor Workstation improves documentation
The value of Advisor Workstation to financial advisors
Everything advisors love about Advisor Workstation has been enhanced and reimagined: Direct Advisory Suite is a connected set of tools designed for proposal creation, investment research, and investment planning—helping advisors stay efficient, informed, and ahead of the curve.
