Canadian manager is first client to leverage Eagle Analytics
Income tax software company will continue to operate from Montreal
Neuper oversaw training for several hundred advisors at National Bank Financial
System delivers transaction confirmations and compliance documents for new issue equity and fixed income products
New file sharing feature lets advisors work collaboratively with their peers
Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm’s network of 178 advisor teams. PriceMetrix is a Toronto software company that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management. According […]
ClientCheck joins ValueOne productivity suite
Avoid clutter, use graphics and be prepared