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Application to be rolled out to 1,500 advisors in mid-2008
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Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]
Advisors no longer need to rekey back office information into financial planning software
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New software will streamline claims processes while delivering enhanced service to agents and policyholders
Software will maximize operational efficiency throughout ATB’s derivatives business