Technology

We recognize how important it is to invest in fast, reliable technology and superior tools at both the front and back offices. Our goal is to ensure our advisors can serve their clients with "best in class" capabilities. We offer:

  • A full brokerage platform that supports client portfolio, account management, trading and operational processes that help leverage your time and enhance your practice.
  • Our Dataphile brokerage platform is best of breed in terms of current technology, providing real-time, point and click processing, with account history from your first day with us. We continually invest in enhancements on this system and have a dedicated development team whose sole purpose is to implement improvements submitted by both our advisors and their clients.
  • Our fully integrated online account opening system features an intelligent wizard to make account opening easy and speed you through the process. This system asks only the necessary questions and, based on your input, determines if further information is required. Once the data is entered, and clients have signed the client account agreement, the client's account is electronically approved by the branch manager and available for trading immediately.
  • We offer a fully integrated Microsoft customer relationship management (CRM) system. With automated links to your client accounts, you will no longer need to manually maintain a separate database of your client contacts. This application is your central contact system allowing you to add prospects, centres of influence, professional advisors (lawyers, accountants, etc.) and key relationships for your clients. This is a 360 degree view of your contact relationships and provides many tools that will allow you to better service your existing clients and improve your success in converting prospects to clients. This CRM is also compatible with Blackberry so you have an extremely powerful contact tool wherever you travel.
  • Desktop access to real-time account information, market quotes, inventories and electronic trading, plus financial and market information to keep you fully informed about all events that can affect your clients' portfolios. Online access to all research that can be downloaded, printed or emailed with ease. An Intranet site where you can access marketing materials, client presentations, sales ideas and the latest market developments.
  • A user-friendly corporate website which gives you and your clients secure online access to their accounts, research reports and other important investment and reporting information.
  • Convenient, efficient remote access, so you can conduct your business and review your client accounts from home or while on vacation.

Thomson ONE

Our real time quote service is Thomson ONE, one of the three largest quote service providers in our industry. Services include market by price, news service, and on-demand charting services with full customization. Contact us to participate in a complete product demo.

Dataphile

Our Dataphile brokerage platform is best of breed in terms of current technology. It provides real time, point-and-click processing, with account history since your first day with us. We continually invest in enhancements to this system and have a dedicated development team whose sole purpose is to implement improvements submitted by both our Advisors and their clients.

Market Q

Market-Q is a full-featured market data solution that requires no software to install or maintain. The application has a user-friendly interface and can be accessed on any PC with an internet connection.