Investors Source has launched Wealth Creator Online, an internet-based system that provides an integrated financial planning platform for financial services firms. This online version is the newest enhancement to the version of Wealth Creator which has been available since 1991, and used by financial advisors across Canada, in the financial planning, life insurance and brokerage communities.

Wealth Creator Online can enhance the relationship between the parent firm, the financial advisor, and their clients. Wealth Creator enables firms to implement personalized client-advisor interactions. “Our state-of-the-art technology integrates into existing infrastructure and yields a solution that blends seamlessly with the rest of a
firm’s customer interfaces and applications,” says Investors Source.

The company says its clients and users include CIBC, TD Waterhouse, E-Trade Canada, Schwab Canada, Bell Globemedia, Bank of Montreal, Berkshire Investment Group, Investment Planning Counsel, WH Stuart Mutuals.