Advisors look to expand client portfolio analysis: survey
Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]
Advisors no longer need to rekey back office information into financial planning software
Planner makes it easier to build a business plan from scratch
New software will streamline claims processes while delivering enhanced service to agents and policyholders
Software will maximize operational efficiency throughout ATB’s derivatives business
Wellington West Capital Inc. and CCH Canadian Ltd. announced yesterday that they have entered a definitive agreement to license and install the financial planning software, FP Solutions, across the Wellington West organization as part of their integrated platform. As a result of the agreement with CCH, Wellington clients will benefit from a single client experience […]
Pennarun joins VersaBanq as director of software development
Software supports independent advice model
The right software can keep all team members up to date on all clients’ files