At the moment’s advisors are underneath stress: whether or not it’s volatility within the markets, more and more stringent laws, or rising shopper expectations, monetary professionals are confronted with an ever-growing checklist of must-haves and must-dos to maintain their apply aggressive and defend their guide of enterprise.
Fortuitously, they’re not alone. To assist face these challenges, advisors now capable of flip to know-how suppliers for options that embody monetary planning software program, portfolio administration programs, regtech, digital advertising and marketing, shopper onboarding, on-line doc administration, and extra. It’s a frequently evolving house, too, as every new problem and barrier provides rise to new improvements.
To seek out the tech pioneers on the forefront of the business, WP invited know-how service suppliers from round Canada to submit a nomination. Every was requested to element the issues or ache factors their providing is designed to resolve or relieve for wealth administration professionals and the way their answer differ from that supplied by their opponents.