Hermening selects AdvisorWorks platform
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Hermening Advisory Services has selected the Netherby Wealth management Solutions' AdvisorWorks integrated wealth management platform.
Nate Dougall, Partner of Netherby Wealth Management Solutions, LLC, says: "We are delighted to add Hermening Advisory Services, LLC as one of our Advisorworks clients. By adding Netherby's integrated wealth management platform as a part of their investment program, Hermening now has a complete solution -- offering their customers a comprehensive investment experience."
Kevin Hermening, Founder of Hermening Advisory Services, LLC, says: "At Hermening Advisory Services, we realized a paradigm shift in how we view our investment advisor representatives -- more as our clients. By adding the AdvisorWorks platform, we are giving our clients the tools that they need to grow assets and to help them manage both their prospects and clients."
By integrating industry leading operational, investment management and reporting capabilities into a uniform workflow environment, AdvisorWorks dramatically improves the quality and consistency of client service. The workflows enhance procedural and regulatory compliance, and immediately improve operational efficiency, allowing advisors to spend more time with clients and less time managing the process.












