Wealth Digital Platform
The Longest-Serving Wealth Platform in Canada
25+
Years of experience
100%
SOC 2 Certified
Tier-1
Enterprise Clients
Trusted by leading banks, brokers, and asset managers since 2000. Enterprise-grade infrastructure powering modern wealth experiences.
Wealth Digital Platform
The Longest-Serving Wealth Platform in Canada
25+
Years of experience
100%
SOC 2 Certified
Tier-1
Enterprise Clients
Trusted by leading banks, brokers, and asset managers since 2000. Enterprise-grade infrastructure powering modern wealth experiences.
PLATFORM CAPABILITIES
What You Can Build
Proposal Engines
Automated IPS generation, suitability checks, and personalized investment recommendations at scale.
Model Marketplace
Centralized model governance with distribution, versioning, and firm-wide strategy management.
Investor Dashboards
Client-facing analytics with real-time performance tracking, holdings visualization, and goal monitoring.
Proposal Engines
Automated IPS generation, suitability checks, and personalized investment recommendations at scale.
Automated IPS generation, suitability checks, and personalized investment recommendations at scale.
Model Marketplace
Centralized model governance with distribution, versioning, and firm-wide strategy management.
Centralized model governance with distribution, versioning, and firm-wide strategy management.
Investor Dashboards
Client-facing analytics with real-time performance tracking, holdings visualization, and goal monitoring.
Client-facing analytics with real-time performance tracking, holdings visualization, and goal monitoring.
Advisor Portals
Comprehensive dashboards for financial advisors with client management, portfolio insights, and compliance tools.
Client Portals
Secure, white-labeled digital experiences for clients to access accounts, documents, and communicate with advisors.
Investor & Media Portals
White-labeled portals for investor communications, fund reporting, and financial media distribution.
Custom-branded portal design
Fund companies enhancing investor communications about their investible productsAdvisor Portals
Comprehensive dashboards for financial advisors with client management, portfolio insights, and compliance tools.
Comprehensive dashboards for financial advisors with client management, portfolio insights, and compliance tools.
Client Portals
Secure, white-labeled digital experiences for clients to access accounts, documents, and communicate with advisors.
Secure, white-labeled digital experiences for clients to access accounts, documents, and communicate with advisors.
Investor & Media Portals
White-labeled portals for investor communications, fund reporting, and financial media distribution.
White-labeled portals for investor communications, fund reporting, and financial media distribution.
What sets us apart
Customization at Off-the-Shelf Pricing
Enterprise flexibility without enterprise costs. Easy configuration.
Flawless Reliability
99.9% uptime SLA with redundant infrastructure and 24/7 monitoring.
Cloud-Native Scalability
Scales from startup to enterprise. Handle millions of accounts seamlessly.
⭐️ Real-Time Data
Live market data, portfolio updates, and instant synchronization across all touchpoints.
⭐️ Factor-Based Models
Advanced quantitative models with EVA, momentum, quality, and custom factor support.
⭐️ Automated Rebalancing
Smart rebalancing with tax-loss harvesting, drift tolerance, and compliance constraints.
⭐️ Built-in Compliance
Regulatory-ready with audit trails, suitability checks, and policy enforcement.
⭐️ White-Labeling
Full brand customization with your colors, logos, and domain configuration.
⭐️ 5 Integration Modes
APIs, widgets, iFrames, SSO, and turnkey deployments for any architecture.
25+ YEAR OF TRUST
Why We're Built Different
The only platform with over two decades of continuous operation, trusted by Canada’s most demanding financial institutions.
Since 2000
Hosting Wealth Platforms
Canada’s longest-operating financial web platform
4 of 5
Top Canadian Banks
Trusted by the nation’s largest financial institutions
Largest
Asset Managers Served
Powering Canada’s leading asset management firms
Top
Discount Brokers
Enabling self-directed investor experiences
2000 - Today
– 25 Years of Continuous Innovation –
Trusted by Canada's Leading Financial Institutions
Solutions by Role
See how different roles leverage the platform to achieve their goals
Advisors
Financial Advisors
Distribute models and manage fund information across channels.
Financial Advisors
Key use cases
Model marketplace publishing and versioning Fund fact sheets and performance reporting Investor portal with NAV and distribution data Integration with custodians and administrators
Enterprise
Wealth Enterprises
Scale your wealth management operations with enterprise-grade infrastructure.
Wealth Enterprise
Key use cases
Firm-wide model governance and distribution Multi-channel advisor and client portals Centralized compliance and audit management White-labeled platform with SSO integration
Brokers
Discount Brokers
Power self-directed investor experiences with robust data and tools, including the most robust robo-advisor on the market.
Discount Brokers
Key use cases
Real-time market data and analytics widgets Portfolio analysis and screening tools Educational content and research integration Scalable infrastructure for high-volume trading
Managers
Asset Managers
Power self-directed investor experiences with robust data and tools
Asset Managers
Key use cases
Client and Advisors Platform Model Portfolio analysis and screening tools Educational content and research integration Scalable infrastructure for high-volume trading
Media
Financial Media
Deliver market data and financial content to engaged audiences.
Financial Media
Key use cases
Real-time market widgets and tickers Embeddable charts and screening tools API access for custom data integration White-labeled financial tools and calculators
