Providing customized brokerage and custodial solutions for discretionary investment managers.

Features

Sophisticated portfolio management system Fully integrated trade order management Ability to bulk trade & allocate to accounts Facilitate collection of management fees

Comprehensive customizable reporting White-labeled client access to account info Pooled Fund Solutions

Institutional Platform

Comprehensive brokerage and platform solutions for discretionary investment managers across Canada.

We are dedicated to helping our investment manager customers fully serve their clients by delivering a broad range of products and services to successfully manage client investments.

Our sophisticated portfolio management platform has been fully integrated into our back office brokerage platform - allowing our institutional customers to easily and effectively manage, maintain, and trade across multiple accounts with minimal effort.