CI Investments has launched an application for the iPad, offering on-the-go access to key facts about the company's products.
Broadridge Financial Solutions has announced upgrades to its ClearancePro fixed income processing solution to integrate with CDS Clearing and Depository Services Inc.
Edward Jones has chosen Broadridge Canada's New Issue Fulfillment offering for the communication and delivery of transaction confirmations and required compliance documents for new issue equity and fixed income products in Canada.
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.
Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.
Morningstar Research has launched a complete upgrade of its research, portfolio analysis and investment planning software platform for financial advisors.
Any business is built on relationships, so how do you stay on top of yours? By picking the right CRM (client relationship management) system.
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.
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.
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.