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Vision Systems Corp. develops realistic software models for people, private corporations, and personal trusts. Vision Systems is a private corporation that was founded in September, 1997. Its products are VisionWorks™, CorpWorks™, and TrustWorks™. VisionWorks is the only realistic program for personal lifetime financial management and estate planning in Canada. VisionWorks allows users to portray their real-life circumstances and "wants," and explore an unlimited range of lifestyle options and financial-planning tactics. CorpWorks is the only realistic program for corporation planning in Canada. It models corporations, and partnership and joint venture interests. TrustWorks is the only realistic program for personal trust planning in Canada.
EquiSoft specializes in the design and development of digital solutions for the wealth management and insurance industries.
Founded in 1994, EquiSoft is a Canadian-based company featuring a growing team of over 200 professionals with offices in Montreal, Philadelphia, Dallas, Cape Town and Santiago.
EquiSoft’s innovative product lineup includes solutions addressing the ever-changing needs of investors, financial advisors and fund providers. The firm’s flagship products include, WealthElements, a web-based platform designed to help investors and financial advisors collaborate in the creation of personalized wealth plans and PortfolioElements, a web-based solution designed to help fund wholesalers effectively position investment solutions with financial advisors.
For more information, visit: www.equisoft.com/wealth
Since 1987, Croesus has been providing sophisticated wealth management solutions to financial institutions throughout North America. Currently, 14,000 investment professionals use Croesus solutions to manage over $ 1 trillion in client assets. With its 180 dedicated employees, Croesus has built a reputation on the ability to efficiently transform data into information, develop portfolio management solutions to drive efficiency and deliver business intelligence for fact-based decision-making. Croesus works with its clients as partners, and the company’s goal is to ensure their long-term success. To add value, Croesus actively listens, learns and engages with them to develop technology solutions that are innovative, flexible and secure. Over the years, the company has built a culture based on core values related to work/life balance, personal development and giving back to the community. Croesus is a “PME en lumière 2016” winner and is recognized as one of the “Best Managed Companies”, “Remarkable Employer—Ethnocultural Diversity”, “Canada’s Top Small & Medium Employers”, Canada’s Top Employers for Young People, and one of the “top 300 most important companies in Quebec”. Croesus’s offices are located in Montreal, Toronto and San Diego.
For more information, visit: www.croesus.com
Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result? Powerful products for individual investors and institutions alike, assembled on-demand to meet clients’ specific needs.
Today the InvestCloud platform supports some of the largest banks in the world, with substantial assets. In addition, for managers under $40 billion, InvestCloud supports over $1.7 trillion of assets across 670 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.”
For more information, visit: www.investcloud.com
PPI Valet - Powered by WealthBar
A platform developed in partnership between PPI and WealthBar, PPI Valet is a robust robo advisory investment platform. The platform offers independent advisors the ability to deliver added value through an enhanced level of service and improved insight into their client’s overall financial outlook.
WealthBar is Canada’s first and largest independent robo advisor. Aiming to democratize investing, WealthBar makes premium investments accessible to everyday Canadians for 1/3 the management fees. Investors get access to a professionally managed portfolio in minutes online.
PPI connects advisors and their clients with precisely what they need to achieve leading-edge financial solutions. As an insurance marketing organization, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. PPI delivers a high calibre of estate planning and technical support for advisors that helps Canadians to plan ahead.
Through leading-edge technology and industry-tested investment rules, Nest Wealth provides investors with a smarter, quicker way to reach their financial goals. Nest Wealth is an automated, low-cost, and transparent direct-to-investor wealth management solution that makes it easier for investors to obtain sophisticated management of their financial portfolio. Nest Wealth Pro offers advisors and investment firms a white label digital wealth management solution to better serve their clients through simple onboarding, greater transparency and fully-integrated back office and compliance functionality. Nest Wealth at Work, a fully-digital group RRSP plan, is the only group RRSP offering developed specifically for small-to-medium-sized businesses to quickly and easily offer their employees a path to financial well-being. Together, Nest Wealth has built a better way to invest.
For more information, visit: www.NestWealthPro.com.
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Specializing in mid-market lending since 1993, CWB Maxium Financial is a leader in providing creative financing to businesses across Canada. The Financial Advisor lending program was launched in 2016 and designed exclusively for financial planners and independent agents interested in scaling their practice, by buying a book of business or buying out a partner or employer. Common areas we finance include acquisitions, refinancing and succession planning. We understand your business and our program adapts to meet the needs of our clients. We provide flexible terms, competitive rates and recommend structures based on your financial position and objectives.
For more information, visit: cwbmaxium.com
Advisor Websites is a global software leader providing website and digital marketing solutions for the financial services and insurance industries. Winner of 2015 Best Service Provider by Wealth Pro Magazine and 2015 Best Place to Work in British Columbia, Advisor Websites partners with its customers to create and maintain an exceptional and compliant digital presence that turns online traffic into new business. Advisor Websites works with more than 150 financial institutions across North America including Sun Life, Investors Group, LPL Financial, Cetera, New York Life and major custodians like TD Ameritrade, Fidelity, and Charles Schwab. Advisor Websites empowers more than 17,000 financial service professionals to engage new prospects and clients online with a results-focused, mobile responsive website.
For more information, visit: http://www.advisorwebsites.com/
Onist makes collaborating around household finances easy. Your clients can quickly connect all of their family's financial accounts, store important documents and share this data with family members and financial professionals all in one secure platform.
Onist empowers professionals to reach not only their individual client, but their client’s entire household and ‘wealth network’, from their client’s children and parents to the other professionals that each work with. This streamlines lead generation, lowers acquisition costs and increases retention. Onist lets you see a complete picture of your clients’ net worth.
For more information, visit: http://bit.ly/2rh9k67
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May 30TH 2018
THE WESTIN HARBOUR CASTLE