Technology built for the way you work.
The right tools make the difference.
We invest in technology so you don’t have to work around it. From the moment a client onboards to every trade, report, and compliance touchpoint, our platforms are designed to be intuitive, integrated, and built for the pace of a modern advisory practice.
Our technology partners:
Univeris — Account Management Platform
Univeris is our account management platform available for client name mutual fund accounts. Built for the Canadian CIRO landscape, it provides an integrated experience — from digital account opening and DocuSign-powered client onboarding to compliance supervision, model portfolios, and a self-serve client portal. Univeris gives advisors and back-office teams a single system to manage accounts, trades, and client relationships.
Mako Fintech — Workflow Automation
Mako Fintech is our workflow automation partner. Their platform provides an inte-grated end-to-end view from client to advisor to compliance to back office, streamlin-ing the processes that would otherwise consume your day. Easy to use and built for the investment industry.
Qtrade — Online Trading
Qtrade is Canada’s #1 online trading platform and our platform for advisor-directed and client-directed investing. You maintain full line of sight into all client assets — including positions clients hold independently — giving you a complete picture of each client’s financial situation.
Aviso Wealth — Custody & Back-Office
Aviso Wealth is our carrying broker and one of Canada’s largest independent wealth management firms. They provide custody of client assets, back-office support, regu-latory recordkeeping, and access to a robust, comprehensive suite of wealth man-agement solutions. Aviso is backed by the strength of Desjardins, Co-operators, and the Credit Union Centrals.
Less administration. More advisory.
When your platforms talk to each other and your compliance, trading, and client management tools are fully integrated, you spend less time on process and more time doing what you do best — advising your clients.
“ Their platform through Aviso is so robust. The most diligent of teams to work with as well. Managing my clients has never been easier. ”