Software will maximize operational efficiency throughout ATB’s derivatives business
Wellington West Capital Inc. and CCH Canadian Ltd. announced yesterday that they have entered a definitive agreement to license and install the financial planning software, FP Solutions, across the Wellington West organization as part of their integrated platform. As a result of the agreement with CCH, Wellington clients will benefit from a single client experience […]
Pennarun joins VersaBanq as director of software development
Software supports independent advice model
The right software can keep all team members up to date on all clients’ files
CCH, a provider of tax research, accounting and tax compliance tools, announced Friday it has contracted Financial Plan Advantage (FPA), a provider of comprehensive financial plans for advisors, to provide telephone planning support and live Web-based training to FP Solutions customers. “CCH is delighted to have FPA join our FP Solutions team,” said Kate Pattison, […]
New client takes AUA on Univeris wealth management platform to $64 billion
Agreement covers technical integration as well as licences
Deal extends support for current technology platform until 2012
Financial planning software added to WFM portal