TD Evergreen has licensed technology from x.eye inc. that will allow its investment advisors to better manage most aspects of their customer relationships. The licence covers 750 desktops.

“Our Investment Advisors will be equipped with best-of-breed tools to help clients manage their wealth,” said Peter Lee, president of TD Evergreen. “x.eye will enable advisors to answer client inquiries about their portfolios – from rates of return and capital gains to positions and transactions — while the client is still on the phone.”

x.eye.wealth.manager is front-office technology that enables advisors and their teams to coordinate, execute and track all interactions with clients, prospects, referral sources, clients’ other advisors, and related contacts. The software merges this ability with comprehensive portfolio reporting including rates of return, capital gains, investment objectives, external assets and liabilities, sophisticated portfolio tracking positions and transactions.