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These apps reduce clutter

The startup is developing courses that will help students prepare for the PFP or CFP designations

  • By: Leah Golob
  • January 17, 2018 January 21, 2018
  • 15:30

The Montreal-based firm’s app aims to make investing easy for all Canadians

  • By: Leah Golob
  • January 9, 2018 January 21, 2018
  • 12:20

There are many calendar and productivity applications that can help you take control of your schedule. Some can be shared with other team members and integrate with your existing programs

Do-it-yourself financial wellness apps will pave the way for firms to focus on more holistic, customer-centric marketing, group predicts

  • By: Leah Golob
  • December 7, 2017 December 7, 2017
  • 16:30
RBC introduces mobile app for DS advisors

Although mobile accessibility and services for discount brokerage clients has improved, it continues to lag the traditional online experience

  • By: Leah Golob
  • November 30, 2017 November 30, 2017
  • 12:15

SmartApp flags any missing information to advisors and facilitates the use of electronic signatures

The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning, storing and retrieving receipts easy

Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here are some features to consider before you buy

RBC’s mobile users can now call on Siri to pay bills

U.S. study finds that Canadians are spending more time on their mobile banking apps this year than they did both in 2016 and 2015

  • By: Leah Golob
  • September 14, 2017 December 19, 2017
  • 14:15

Canadians will be able to apply for a variety of insurance products from Sun Life from their smartphones or tablets

  • By: Leah Golob
  • August 30, 2017 December 19, 2017
  • 11:00