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NWAM, LLC, dba Northwest Asset Management and RIA Innovations is an SEC registered investment adviser.

For additional information please click the following link here.

B A C K    O F F I C E    S U P P O R T

RIA Innovations provides help with all the details including submitting and tracking transfers, performance reporting and posting, fee billing, and much more. As with all services, you choose just what you need from our à la carte menu. Our highly qualified back office team will work with you in all facets of the transition.

 

We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship manager is assigned to your firm for day to day task requests.

 

BACK OFFICE SYSTEMS

Portfolio management software

 

Cloud based document storage

 

Customer relationship management (CRM)

 

 

BACK OFFICE SERVICES

Experienced conversion team

 

 

Dedicated relationship manager to perform day to day task requests

 

 

Client billing

 

 

Ongoing account service calendar

 

 

Training & support on RIA Innovations and custodian procedures

 

 

Basic marketing support 

 

 

CRM data migration

 

 

Telephone & remote login support for back office system