Fully bilingual platform features CANNEX integration option
IT budget expanding at securities firms: report
Purchase strengthens commitment to Canadian financial community
Software used by staff, clients
Portfolio Select lets advisors create investment policy statements
Software integrates planning, advice and portfolio management applications
Software available at major retailers for first time
Mutual fund order system supports 1,600 planners
UFile.ca offering free tax software to taxpayers age 60 and over
Comprehensive solution for mutual fund and investment dealers