(March 29 – 11:10 ET) – The Correspondent Network of National Bank has chosen Spectra Portfolio’s Wealthware.net for its correspondent broker and investment counselor clients.

Wealthware.net is a wealth management portal providing full-featured contact and portfolio management software. Brokers can simply log on, click onto the National Bank Correspondent Network web site, and access client portfolios using Spectra Portfolio software.

National Bank Correspondent Network investment advisors can now review portfolios, view client contact details, print reports and make decisions via the internet.

“Spectra’s Wealthware.net provides us with an easy and cost-effective method of providing value-added service to our correspondent clients. Our clients have seamless access to the full-featured contact and portfolio management tools that they require without significant start-up time and capital costs of a traditional system,” says David Burnes, COO at National Bank Correspondent Network.
-IE Staff