In this webinar we announce the general availability of client onboarding for wealth solution, a robust new offering built to help Canadian wealth management firms quickly elevate the investor experience and increase advisor capacity while facilitating rapid time to value.
Packaged, cloud-hosted, and highly configurable for maximum speed and agility
Our digital solution is purpose-built to be compliant with Canadian and provincial rules
The new solution targets three key outcomes:
Streamlined investor experience
Increased advisor productivity
Rapid time to value