Features:

• Smarter client management
  Reduce paperwork and streamline processes to enhance efficiency. Our intuitive tools help you track interactions and personalise communication.
• Compliance and deal approval
  Record compliance activities a range of KYC and KYP tools. Make regulatory audits smooth, simplify deal approvals and ensure every transaction is up to standards with regulatory and company standards.
• Issuers and offerings
  Manage your product shelf on a centralised platform. Add, organise an doversee investment offerings with real-time tracking and performance monitoring.
• Adviser access
  Boost adviser workflow with client account tracking, real-time net worth calculations, transaction management and automatic concentration limit display, based on province or jurisdiction.

Enhanced tracking and transparency

Gain insights and maintain clarity with our advanced tracking and reporting tools:

• Investor history - create non-trade investment actions with notes and documents to track ongoing suitability
• Reporting - track financial performance, improve transparency and make data-driven decisions with real-time monitoring of commissions, referral fees and more
• CRM2 statements - consolidate client information into branded statements and meet regulatory requirements

Simplified workflow
Streamline your operations by reducing manual tasks and improving data flow, enhancing overall efficiency and client satisfaction. Our features enable seamless integration, digital consolidation, and simplified processes, allowing you to focus on building strong client relationships.

• Investor Portal
• Digital Signatures
• Lead Generator
• Whitelabeling
• Custom Alerts
• Data Sync