Services For Investment Dealers

Since 2004 we have created practical, time-saving solutions for investment dealers and independent financial advisors. Whether it's a simple calculator for quickly determining the net proceeds of an RRSP withdrawal, a back office system workaround that quickly determines the least taxable mutual fund to redeem, a dynamic stamp that automates switches to preferred pricing funds, or a complete paperwork automation system that automatically "re-papers" an entire book of business when an advisor switches dealers, we can build it and brand it for your dealership. We've automated thousands of repetitive tasks for a wide range of industries around the world, but our specialty is the Canadian independent advisor channel.

We have programmers that have worked in the industry and completely understand financial calculations, as well as the stringent regulatory environment and the day-to-day struggles of independent advisors trying to free up time in order to add value to client relationships. Please take some time to watch some of our videos and read some case studies. If you have any questions please fill out our short contact form and start the conversation.