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Products & ServicesEvent: August 31, 2026

Commonwealth Financial Network combined three creative teams into one workflow tool to streamline input, collaboration, and approval processes.

Published

Signal category

Products & Services

Quote

We'd just combined three creative teams into one. Each team had its own way of gathering input, collaborating, getting work reviewed and approved, all technically feeding into the same workflow tool

Patti Wilson|Commonwealth Financial Network team

Company

Industry
Financial Services
Location
Waltham, US
Company size
1,620 employees

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Founded 1979

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