Software for financial advisors Canada
About us
Demo
News & Media
Multimedia Presentations
Clients
Atributes
Basic Concepts
Process & Screens
Corporate license
Individual license
FAQ
Pricing
Training



Clients

  • Assante Capital Management
  • Assurance Gaston Boily
  • Axa services financiers
  • C.P.S.F.B.R. inc
  • Caron Groupe Financier
  • Cartile Financial
  • CIBC Assets Management
  • CIBC Private Investment Counsel
  • CIBC Wood Gundy
  • CMG - Worldsource Financial Services
  • Crawford, Graham & Associates
  • Credential Financial Strategies
  • Credential Securities
  • DD Humes Financial Services Inc.
  • Desjardins sécurité financière
  • Dundee Securities Corporation
  • FAIRE
  • Finex Financial Corp
  • Force Financier Excel
  • Gestion FÉRIQUE
  • Gestion Steval Inc.
  • Global Maxfin
  • Groupe Financier Everest inc.
  • Groupe Financier Performa Ltée
  • Groupe indépendant de planification Pratte & Associés
  • Guardian Assets Management
  • HSBC Securities (Canada) Inc
  • Industrielle Alliance - Fonds Rothchild
  • Industrielle Alliance Valeurs Mobilières
  • Investia Financial Services Ltd.
  • Investia Services Financiers
  • IPC
  • IPG
  • La Capitale
  • Leith Wheeler Investment Funds
  • Les services d'investissement QUADRUS
  • Levesque Benoit et associés
  • Manulife Securities
  • Multi Courtage Capital
  • National Bank Financial
  • NCA Financial Management
  • Nordic Baltic Aid Capital ApS
  • Oehler Financial Consulting Ltd.
  • Partners in Planning
  • PEAK
  • Peter Brown Financial Group Inc.
  • Pilote Finances Services Conseils
  • Placements Optifonds
  • PLANIFICATION FINANCIERE IFP
  • Porvenir
  • Preferred Advisory Group
  • Professional Investment Services (Canada) Inc.
  • R. B Lachance & Associates Ltd.
  • Services Financiers SFL
  • Société de services financiers fonds FMOQ Inc.
  • Sun Life Financial
  • TEN STAR Financial Inc.
  • The McDougall Group