(February 13 – 13:15 ET) – GP Capital Management Group, a Toronto-based network of independent financial advisors across Ontario, has introduced a new Web site designed to improve communication between its advisors and their clients.

The new Web site, www.gpcapital.com, is one of the most comprehensive financial planning sources for Canadian investors.

“Traditionally, communication responsibility rested with the advisor,” says George Aguiar, president of GP Capital. “GPCapital.com encourages clients to actively engage in their own financial planning by collaborating with their financial advisor on an ongoing basis. Web-enabling our business will allow us to provide proactive, customized service to our clients.”

Clients of the firm’s 60 financial planners can log onto their own secure home page by entering a user name and password. Each client’s home page features the client’s own financial planner, enabling users to contact their advisors online. Clients also can access their personal portfolios, where the status is automatically updated every day. Clients and their advisor can review their portfolio together online.

Clients can also review mutual fund research, analysis, and charts within their portfolio. By clicking on the fund name in their portfolio listing, they are linked to up-to-date, independent research about their funds.

For the GP Capital advisor, the site offers many tools to assist them in their practice. In addition to receiving client portfolio information, advisors can access Web-enabled financial planning software to build, save, and update comprehensive financial plans for their clients. As a result, advisors have continuous access to full information on the status of their clients’ accounts and plans.

“Our planners are able to continually monitor client portfolios online, with a view to protecting assets and maximizing opportunities as they develop,” adds Aguiar.
-IE staff