Wealth Technology

A case for 'life planning' over financial planning

President at Wealth Tech firm explains why incorporating more variables into planning software can result in more dynamic plans and greater client fulfillment

A case for 'life planning' over financial planning

More than half of Canadians don’t invest annually, CIBC poll finds

New poll outlines the reasons why most Canadians aren’t investing their money

More than half of Canadians don’t invest annually, CIBC poll finds

Ownr unveils blueprint tool to simplify business plans

Ownr's new digital tool helps Canadian entrepreneurs tackle business planning with ease and precision

Ownr unveils blueprint tool to simplify business plans

Can a 'financial X-ray' help advisors address client financial literacy?

CEO thinks that a visualization tool can help clients know what they don't know and form the base for an advisor's educational work

Can a 'financial X-ray' help advisors address client financial literacy?

CapIntel forms strategic partnership with BMO Private Wealth

CapIntel teams up with BMO Private Wealth to enhance investment proposal tools, boosting client engagement and advisor efficiency

CapIntel forms strategic partnership with BMO Private Wealth

Top 25 Portfolio Management Software Providers in Canada revealed

Wealth Professional highlights the best tech tools for 2024, enhancing advisor efficiency and customization

Top 25 Portfolio Management Software Providers in Canada revealed