ABOUT US

Overview

IW Financial is a leading provider of objective research and technology solutions that help financial professionals evaluate the environmental, social, and governance performance of companies. Established in 2001, the company is headquartered in Portland, Maine.

IW Financial's solutions help organizations identify risks, enhance productivity, provide higher levels of service, increase revenues, and retain productive advisors. Our clients include investment firms, banks, endowments, religious organizations, universities, and advisors. Portfolio managers, research analysts, marketing and customer service professionals, compliance professionals, and investment committees at these organizations rely on IW Financial for in-depth and actionable information.

IW Financial's solutions are based on patented technology which allows users to comparatively rate companies based on user-defined criteria. Advisors and money managers can quickly identify the investments that best meet investment guidelines and client expectations.

IW Financial Solutions

  • Research workstations
  • Portfolio management tools
  • Client research integration
  • Investment compliance reporting
  • Custom research
  • Private label solutions
  • Training and support


phone: 207-773-2333

main office:
80 Exchange Street, Suite 22
Portland, ME 04101