Financial Services

Financial Performance Manager

Completely automate the process of creating and distributing professionally presented online and print-ready financial performance reports.

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Document and Media Resource Centre

Create an interactive searchable library that allows visitors to easily locate and view compliance documents, product tear sheets, video and audio files – all from a single centralized portal.

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Portfolio Comparison Calculator

A secure, self-service online resource tool that allows advisors to intelligently compare, select and sell the products that best fit their clients’ needs.

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Investment Advisor Portal

The Investment Advisor Portal (IAP) is an email sales software designed for compliance-based investment sales channels.

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