Software – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 15 Dec 2023 19:30:25 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Software – Investment Executive https://www.investmentexecutive.com 32 32 IOSCO seeks more resilient trading https://www.investmentexecutive.com/news/from-the-regulators/iosco-seeks-more-resilient-trading/ Fri, 15 Dec 2023 19:30:25 +0000 https://www.investmentexecutive.com/?p=477431 Most trading outages are traced back to software problems, it finds

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]]> New financial risks arise as economic conditions shift https://www.investmentexecutive.com/news/research-and-markets/new-financial-risks-arise-as-economic-conditions-shift/ Thu, 26 Oct 2023 20:27:20 +0000 https://www.investmentexecutive.com/?p=474069 Factors that drove higher interest coverage appear to be in reverse

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]]> National Bank sells in-house financial planning tool to IT vendor https://www.investmentexecutive.com/news/industry-news/national-bank-sells-in-house-financial-planning-tool-to-it-vendor/ Fri, 03 Feb 2023 21:37:36 +0000 https://www.investmentexecutive.com/?p=459787 AdviceSuite to be incorporated into CGI Wealth360

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]]> Equisoft combining online tools for advisors https://www.investmentexecutive.com/news/products/equisoft-combining-online-tools-for-advisors/ Tue, 17 Jan 2023 20:15:06 +0000 https://www.investmentexecutive.com/?p=458780 My Financial Benchmark and Financial Calculators will be in one hub

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]]> FINRA launches high-tech rulebook https://www.investmentexecutive.com/news/from-the-regulators/finra-launches-high-tech-rulebook/ Fri, 21 Oct 2022 17:37:22 +0000 https://www.investmentexecutive.com/?p=453976 Initiative aims to streamline compliance, facilitate automation

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]]> Welcome aboard: Choosing a client onboarding platform https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/welcome-aboard-choosing-a-client-onboarding-platform/ Tue, 22 Feb 2022 05:08:00 +0000 https://www.investmentexecutive.com/?p=439397 Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software

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]]> IGM Financial takes ownership stake in digital planning platform https://www.investmentexecutive.com/news/industry-news/igm-financial-takes-ownership-stake-in-digital-planning-platform/ Wed, 17 Jun 2020 16:35:09 +0000 https://www.investmentexecutive.com/?p=402510 IG Wealth will be first financial services firm to use the platform

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]]> Tech Tips: Tax software for your clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/tech-tips-tax-software-for-your-clients/ Fri, 05 Apr 2019 14:07:00 +0000 https://www.investmentexecutive.com/?p=379564 Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

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]]> Winfund to integrate Invesco’s advisorDUO tool into wealth management software https://www.investmentexecutive.com/news/industry-news/winfund-to-integrate-invescos-advisorduo-tool-into-wealth-management-software/ Wed, 26 Sep 2018 16:50:36 +0000 https://www.investmentexecutive.com/?p=356381 Mutual fund dealers and their advisors will gain access to more efficient, automated investment processes

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]]> SALT Associates joins LOGiQ3 family https://www.investmentexecutive.com/news/industry-news/salt-associates-joins-logiq3-family/ Thu, 16 Aug 2018 19:15:34 +0000 https://www.investmentexecutive.com/?p=354655 Yarmouth, Me.-based firm brings expertise in claims management

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