Congratulations to the advisors and their firms who were recognized among the Top 50 advisors of 2021 by Wealth Professional Canada Magazine. In a tumultuous year, they all managed to grow their business while helping their clients deal with an array of challenges. We celebrate their accomplishments.
We're honoured to support Canada’s Top Advisors as they build their wealth management practices. Their drive and commitment to client success is what inspires us everyday to find innovative ways to make their lives easier.
We support advisors in a variety of ways with our suite of industry-leading wealthtech solutions. Our fees & billing platform helps advisors differentiate their services with client-centric pricing strategies. Our fee transparency helps them build trust with their clients. And our Insights Messenger enables advisors to ask questions in their own words to access data and uncover insights in real time.
To discover how our fee and reporting solutions give top advisors a competitive edge, please get in touch: firstname.lastname@example.org.