Take care of your clients while we take care of the rest…
Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan.
Scrap the paperwork
Leverage our platform to streamline your onboarding, client servicing, operations, and compliance.
Grow your business
Focus on your existing relationships while building new ones. Isn’t that why you got into the business after all?
Charge less. Earn more
Use our Portfolio Mandates to reduce your clients’ fees while increasing your own revenue stream.
A Robust Platform to Grow your Business
- Leverage big data to identify lucrative opportunities within your client base
- Onboard and service new clients quicker and more efficiently
- Instantly initiate transfers, effortlessly set up and adjust ongoing payments
A Superior Client Experience
- Portfolio Performance Reports your clients will actually understand
- Intuitive Online Interface for you and your clients
- Online tracking of Client Service Requests
- User Friendly Portfolio Monitoring and Client Statements
Our Team is Always Focused on you and your Clients
- A dedicated Client Service Manager guides you through every step of the onboarding process
- Our Marketing Team produces engaging content to keep you ‘top of mind’ with your clients
- Our investment team provides ongoing market perspectives and constantly monitors and rebalances your client accounts
A Platform for EVERY Wealth Professional
- Financial planners and Insurance Advisors
- Focus on your client relationships and let us handle the investment side of things
- Registered IIROC Advisors, MFDA Reps, and OSC Portfolio Managers
- Automate and leverage our in-house and robust compliance and operations