Canadian Retail & Brokerage Solutions
Purpose-built for the Canadian brokerage ecosystem
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Streamline front-, middle-, and back-office operations
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Automate time-consuming, error-prone manual tasks
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Quickly manufacture new products
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Monitor for and proactively address risks
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Adhere to CIRO regulations
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Generate timely reports
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Provide fully customizable, real-time portals
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Consolidate your account service framework
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Give advisors more time to focus on clients
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Scale operations with open data and API architecture
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Integrate with multiple third-party clearing solutions
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Reduce systems maintenance and operations costs
Comprehensive front-, middle-, and back-office support
Seamless client experiences
Facilitate the entire trade lifecycle, from digital onboarding to multi-currency, multi-asset transactions with unlimited history. Streamline trading, risk and compliance management, reporting, administration, and more.
Trusted precision
Maintain compliance with CIRO requirements with real-time brokerage accounting across all your assets.
Resilient protection
Proactively address issues before they harm performance with real-time monitoring for compliance officers and risk managers.
End-to-end execution
Place equity, options, and mutual fund orders with over 50 customizable orders, real-time montoring, post-trade compliance, and bilingual support.
Built for optimum performance
Increase advisor productivity and client satisfaction with custom real-time dashboards built for enhanced oversight.
Centralized, flexible, and consistent
Accommodate multiple dealers, regulatory regimes, and record and clearing services for consistent omni-channel data integration.
Bespoke builds, ready for launch
Create diverse products in any currency and account with automated solutions for rolling out term deposits, mutual funds, and investment savings plans.
