CIO Awards Canada recognize Aviso’s Ray Hori for successful implementation of innovative client onboarding tool
The Client Builder tool optimizes advisor productivity and enhances client [...]
The Client Builder tool optimizes advisor productivity and enhances client [...]
Strategic partnership combines cutting-edge technology and expertise to deliver personalized [...]
CIO recognized for his commitment to sustainability and responsible investing [...]
TORONTO, September 29, 2022 – NEI Investments (“NEI”) has received [...]
Solution will support advisors, while enriching the Canadian investor experience [...]
VANCOUVER, B.C. and TORONTO, ON., August 4, 2020—Qtrade® Investor has [...]
Contact: Patrick McCaully Pointman News Creation Patrick@pointmannc.com 39% See ‘Incredible [...]
VANCOUVER, B.C., February 5, 2020—Qtrade Investor has once again been [...]
TORONTO, Jan. 23, 2020 /CNW/ Qtrade Investor and Servus Credit Union have been [...]
Portfolio Score grades the health of Qtrade clients’ portfolios based [...]