Wealth management
Solutions
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Asset allocation solutions - BestMix A sophisticated front office tool for asset allocation and portfolio optimization designed by Investment Counselors to meet the needs of the professional Advisor. |
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Brokerage services - e-settlement A real-time front, mid and back-office system solution for investment dealers |
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Data warehouse solutions - MView Integrates data from other source systems and external feeds to provide wealth managers with effective reporting and analysis |
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Financial planning and sales technology solutions - MPlan Providing financial planning solutions to many of Canada's largest and most successful financial institutions |
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Foreign exchange solutions - Object Charlie, Open Interface and Chapel/WebFX A complete front to back office Foreign Exchange system built and supported by industry specialists |
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Fund valuation pricing services - StarSource Delivers comprehensive, worldwide securities information to fulfill the daily valuation requirements of the financial services industry |
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Investment funds distributor solutions - PrimeSuite For Dealers The industry leading solution for high speed, efficient, cost-effective investment fund distribution processing. |
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Investment funds recordkeeping solutions - PrimeSuite For Investment Funds A complete package of investment fund order management and recordkeeping software, customer support, and business recovery services utilized by Canada's leading investment fund institutions. |
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Mortgage portfolio management solution - SwixMortgage Specially designed for the Canadian mortgage securitization industry |
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Portfolio management services - MSuite An integrated portfolio management and accounting software package designed for investment industry professionals. |
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Portfolio management solution – MVest A flexible, full-featured portfolio management and accounting solution that delivers end-to-end wealth management capabilities |
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Term product manufacturing and plan administration - CORE A customer-centric investment plan record keeping solution for today's wealth management environment |
