In the post-pandemic era, the financial services industry has seen a rapid shift towards digital solutions. Lawsons Network, launched in 2021, is at the forefront of this transformation. Designed to offer an innovative alternative to traditional IFA networks, Lawsons Network aims to become the premier SaaS IFA platform globally.
With a "plug in and go" approach, the network leverages cutting-edge technology to streamline operations from initial contact to closing deals. This has empowered advisors across five continents, allowing them to grow their businesses independently and efficiently.
Key to Lawsons Network’s success is its integration of cloud-based tools like Salesforce Financial Services Cloud and Experience Cloud. These solutions ensure seamless management of client portfolios, compliance, and document automation through integrations like DocuSign and Ortec Finance's OPAL goals-based investing solution.
The results speak for themselves: increased client engagement, trust, and satisfaction, all contributing to Lawsons Network's rapid membership growth and its ambitious expansion targets. Advisors benefit from intuitive, secure, and scalable tools that provide valuable insights and support personalized client advisory services.
Discover the full story of how Lawsons Network is redefining financial advisory services and propelling IFAs into a new era of efficiency and growth.
Want more information or a demo on OPAL? Please contact us!
Contact
Iwan Schafthuizen
Managing Director Business Development and Platforms
Neil Greenbaum
Executive Vice President, Sales & Partnerships North AmericaRelated Insights
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