Digital Client Management
Ecosystem
Ecosystem
We provide banks, wealth and asset managers with a complete, cutting-edge and multi-device client engagement, advisor & investment management solution.
The Leading Digital Onboarding Solution for Firms
Pro is a flexible solution configurable for two different use cases.
Pro For CRM is embeddable within your existing Salesforce installation, while Pro can be embedded seamlessly within your current portal, branded specifically for you.
The Leading Digital Onboarding Solution for Firms
Pro is a flexible solution configurable for two different use cases.
Pro For CRM is embeddable within your existing Salesforce installation, while Pro can be embedded seamlessly within your current portal, branded specifically for you.
Financial Planning Solutions
A Wealthier Future For Your Clients & You
Save time and money by leveraging technology that reduces time spent on non-revenue generating tasks. Plus makes managing client investments easy by using technology and proven investment principles by seasoned Portfolio Managers. Most importantly, Plus provides a platform for your clients to retire richer & gives you, the advisor, a consistent high payout recurring revenue stream to grow & protect your business.
Simplified Financial Planning Software For Advisors
Financial planning shouldn’t be a chore for advisors or their clients. RazorPlan is an innovative financial planning software solution for Canadian advisors that simplifies complex financial planning processes to help you deliver an exceptional and user-friendly client experience.
Provide powerful advice suited to the individual needs of each client, all from within one financial planning platform. RazorPlan allows for big picture planning analysis and straightforward planning to suit virtually every scenario.
Digital Solutions
With our Digital Solutions we leverage our deep industry experience to help our clients optimize and streamline their workflows.
Regardless of which solution you choose, our focus is always on achieving measurable results.
Digital Solutions
With our Digital Solutions we leverage our deep industry experience to help our clients optimize and streamline their workflows.
Regardless of which solution you choose, our focus is always on achieving measurable results.
Solar Energy
Storage
Objectively innovate empowered manufactured products whereas parallel platforms.
Eco Friendly
Power
Objectively innovate empowered manufactured products whereas parallel platforms.
Utility Scale
Efficency
Objectively innovate empowered manufactured products whereas parallel platforms.
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