Wealth Operations
Enhance operations with flexible, modular, API-driven wealth operations solutions designed to modernize processes and maximize efficiencies.
Evolve your wealth management ecosystem
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Create a holistic view of wealth operations
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Proactively mitigate operational, market, and compliance risks
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Unlock cost efficiencies and opportunities to scale
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Integrate with third-party and internal systems
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Reduce friction and data silos with a simplified tech stack
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Adopt new modules as needs change
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Use portfolio and activity data to power personalization efforts
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Combine and normalize data from disparate sources
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Apply advanced analytics and AI to anticipate client needs
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Automate time-consuming administrative tasks
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Empower advisors to focus on clients and growth
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Utilize AI-driven next-best-action recommendations
Scale your capabilities using our integrated wealth platform
Experience a modular ecosystem of front-, middle-, and back-office solutions.
Explore the Wealth PlatformDo more with your data. Connect internal and third-party sources to drive next best actions, personalization, and other data-driven advantages.
Explore Wealth Aggregation and InsightsSimplify the complexity of alternative investing with a solution that fits seamlessly into your ecosystem.
Explore the Alternative Investments HubReduce errors and improve efficiencies with automated fund trading.
Explore Trade Processing & SettlementUtilize advanced front-, middle-, and back-office solutions specific to the Canadian wealth industry.
Explore Canadian Retail & Brokerage Solutions
