(February – 17:00 ET) – Manulife Financial and RPM Technologies Corp. have signed an agreement to provide a full complement of wealth-management tools to support Manulife’s Canadian advisors. RPM is a software solutions provider to the financial services industry.
As a result of this agreement, Manulife advisors will use RPM’s technologies as a daily part of their practice offering one-stop access to a full range of real time financial products, solution development services, information and tools to allow them to satisfy clients’ diverse management needs.
“As Canada’s largest life insurer, we’ve been hearing more and more that clients need access to relevant and up-to-date information,” said Trevor Matthews, executive vice president for Manulife’s Canadian operations. “Manulife is committed to helping Canadians make better financial decisions and we believe RPM will help us reach that goal.”
“This agreement provides an excellent online resource for financial advisors striving to better serve their clients,” says Henry Wolfond, chairman of RPM Technologies Corp.
Using RPM’s RPM Open and RPM WebRep programs, Manulife Financial advisors will be able to:
- gain access to real-time expanded services;
- provide faster planning, order entry, inquiry and statement production; and
- access a variety of calculators and tools to better serve their clients.
“This will help us provide additional state-of-the-art Web tools to help our advisors plan, enter their orders, answer their clients’ questions and produce statements,” says Roy Firth, Manulife senior vice president of Wealth Management Services.
-IE Staff