Technology

Decorative pattern

Manulife launches Synergy app

Manulife has rolled out a new Synergy application for the iPad. Synergy combines a life insurance policy, a critical illness insurance policy and a disability insurance policy into one package.

By Staff |October 27, 2011

1 min read

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Advisor Audio: Video strategies that work

Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.

By Staff |October 20, 2011

1 min read

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Morningstar upgrades Advisor Workstation

Morningstar Research has launched a complete upgrade of its research, portfolio analysis and investment planning software platform for financial advisors.

By Staff |October 14, 2011

1 min read

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Planning and Advice

Stay on top of client relationships

Any business is built on relationships, so how do you stay on top of yours? By picking the right CRM (client relationship management) system.

By Stuart Foxman |October 1, 2011

2 min read

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Planning and Advice

Juicing your email

If you currently work alone or have a small office, you have probably decided it’s not worth the cost and time of setting up and maintaining a separate mail server and just use the email service your internet provider or website host provides.

By Kevin Cork |September 26, 2011

5 min read

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Dundee rolls out new tech tools

DundeeWealth advisors are getting mobile and going wireless, with iPad 2s pre-loaded with internal content and apps as well as exclusive external content from some of Canada's leading magazines and fund company partners.

By Staff |August 31, 2011

1 min read

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Net stocks trending up

People are using more information than ever before. What types of companies will find new growth opportunities in this rapidly changing ecosystem? The challenge is not just in understanding the technology, but also the fundamental shifts in human communication behaviour.

By Chip Brian |August 1, 2011

2 min read

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Sun Life app serves clients better

Sun Life Financial advisors have a new tool to help their clients make the best investment decisions possible.

By John Powell |July 12, 2011

1 min read

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BMO Harris adopts web-based platform

BMO Harris Private Banking (BMO Harris), one of Canada’s largest wealth managers, has implemented the web access tools of Charles River Development, a front- and middle-office investment software provider. Adopting the Charles River platform will help the firm focus on issues facing advisors, says Richard Mason, head of investment management, BMO Harris Private Banking. “Canada’s […]

By Staff |July 11, 2011

2 min read

Decorative pattern

Planning and Advice

An Office in the Clouds

Having recently been struggling with our tiny little network with its single server and five computers (one remote) I have been exploring alternatives to having to constantly deal with the lag for the remote and the occasional hassle from a maintenance point of view.

By Kevin Cork |June 29, 2011

5 min read

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