Today’s advisors are under pressure: whether it’s volatility in the markets, increasingly stringent regulations, or rising client expectations, financial professionals are confronted with an ever-growing list of must-haves and must-dos to keep their practice competitive and defend their book of business.
Fortunately, they’re not alone. To help face these challenges, advisors now able to turn to technology providers for solutions that include financial planning software, portfolio management systems, regtech, digital marketing, client onboarding, online document management, and more. It’s a continually evolving space, too, as each new challenge and barrier gives rise to new innovations.
To find the tech pioneers at the forefront of the industry, WP invited technology service providers from around Canada to submit a nomination. Each was asked to detail the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solution differ from that offered by their competitors.
