To meet the needs of corporate clients (companies and networks) looking for greater conformity to industry regulatory standards as well as more efficient portfolio management by their teams of advisors, the Asset Allocation Analyst is offered in a Web version. A key feature of the Web version is that it can be installed on a company's network, allowing a secure and simple access for the user regardless of where he/she is physically located.

PC or Web version, the proposed solution will be integrated with the company's operations, corporate image, product line and technical structure. Upon request, the User Guide can also be modified to reflect the customized version being used.

The implementation of a corporate Web version fits well with a regulatory compliance approach. In fact, in an effort to eliminate the grey area in the financial sector, the federal and provincial authorities are placing more and more emphasis on the upgrading and standardization of industry practices, focussed particularly on compliance and professional ethics. In addition to the fact that the software helps reduce the risk of lawsuits against the company and its advisors, it can also limit, even reduce, the premiums on liability insurance (individual and corporate) that have exploded in recent years.

Installing a corporate Web version can also give access to vital statistics such as the representatives' utilisation frequency, demographic client data and the most prevalent types of portfolios. These reports can be generated in a format and frequency designated by the client.

Interactive training sessions (Webex) or training workshops, on how to use the program or asset allocation concepts, are available upon request. These sessions/workshops are customized for each corporate client. Please note that asset allocation training may be eligible for PDU credits.

To view a Web report

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