Loring Ward Unveils Plans for New Advisor Center

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To be Built in Strategic Partnership with Envestnet

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The advisors who work with us have unique needs — we need to build a unique technology system that can support and serve what makes their practices distinctive.

Loring Ward announced a major initiative to build the next generation of its advisor-facing web portal: The Advisor Center. Loring Ward will partner with technology leader Envestnet in this initiative to redesign and revamp the web portal.

According to Amjad Hannoneh, Loring Ward’s Vice President of Application Engineering, “We are committed to providing advisors with a superior technology solution aligned with our service model, which will ultimately help them be more efficient and effective in growing their practice with Loring Ward.”

To be built out in phases over the next two years, Loring Ward’s new Advisor Center will include advanced white labeling, advisor dashboards and metrics, a new proposal system, an alert center, enhanced reporting and analytics and a more intuitive user interface.

“The advisors who work with us have unique needs — we need to build a unique technology system that can support and serve what makes their practices distinctive,” says Alex Potts, CEO of Loring Ward. “This is a major commitment of time and resources for us, but we believe it will make a significant difference for advisors and their clients.”

Envestnet, Inc. is a leading provider of technology-enabled wealth management solutions to investment advisors. Envestnet is headquartered in Chicago with offices in Boston, Charlotte, Denver, New York, Sunnyvale, and Trivandrum, India.    

Since 1990, Loring Ward (LWI Financial Inc.) has been dedicated to helping independent advisors become the most trusted and valued professional in their clients’ lives.

Headquartered in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to wealth management, with solutions tailored to the unique requirements of successful individuals, small businesses and institutions. Loring Ward’s Asset Class Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. From Investment Management to Business Management to Practice Development, Loring Ward is committed to giving advisors the tools, training and support to provide clients with a world-class experience.    

As of May 2012, Loring Ward has $7.3 billion in assets under management. For more information, please visit http://www.loringward.com.

LWI Financial Inc. (“Loring Ward”) is an investment adviser registered with the Securities and Exchange Commission. Securities transactions may be offered through Loring Ward Securities Inc., member FINRA/SIPC. R 12-187 (5/12)

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Leslie Swid
Impact Communications
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