Supporting individuals and families in achieving their financial goals
iWealth by Norrenberger has built-in features that simplify wealth management whether in tracking or monitoring as it provides real-time updates on the performance of investments, which allows subscribers to set and monitor their financial goals. iWealth can help subscribers stay on top of their investments, manage risk, and achieve their financial objectives. By providing a comprehensive financial management solution, the tool can aid financial planning and help achieve financial security and stability of assets.
One of the most valuable features of iWealth is the ability to aggregate all investment accounts, including those held at different financial institutions, into a single dashboard. This provides a comprehensive view of the asset portfolio, making it easy to manage investments and financial planning in one place. Additionally, iWealth offers management features, including Information Storage & Management, Valuation & Value Statement Guarantee, Existence/Valuation, Advisory Services, and other Add-on Services.
