NWN Carousel is a leading provider of practice management solutions tailored for registered investment advisors. Established in 2012 and based in the bustling city of Chicago, Illinois, NWN Carousel has quickly become a trusted partner for financial professionals seeking to streamline their operations. With a dedicated team of over 100 employees, the company is committed to delivering innovative software solutions that enhance portfolio management, client communications, and overall business efficiency.
Specializing in a comprehensive suite of services, NWN Carousel offers a robust platform that includes portfolio management, turnkey asset management solutions, CRM, billing, and client communication tools. Their expertise and commitment to quality have earned them recognition within the software industry, as they continue to empower investment advisors with the tools they need to succeed in a competitive market.
Company Highlights:
- Specialization: Practice management solutions for registered investment advisors
- Key Offerings: Portfolio management, turnkey asset management solutions, CRM, billing, client communications
- Service Area: Based in Chicago, Illinois
- Recognition: Known for innovative software solutions in the financial sector
