The Future of
Your Firm Today

• Reduce operational costs and risks
• Increase advisor capacity and productivity
• Enhance client engagement & experience

Join the community of leading financial institutions that have chosen the Pro platform to become a more efficient and client focused wealth management firm

Benefits of Going Pro

Save Time and Money

Open and approve an account in minutes and eliminate physical paperwork so you can focus on growing your business.

Increase Advisor Capacity

Give your advisors the tools they need to save time on administrative work and spend more time building relationships with clients and prospects.

Improve Client Engagement and Experience

Give your clients all of the information they need to one easy-to-use, modern portal.

Wealth management firms are reducing costs, increasing productivity and client engagement to achieve higher returns on assets under administration*

  • $500m AUM

  • $5b AUM

  • $10b AUM

“We decided to partner with a firm who could empower our financial advisers, beef up their proposition and allow National Bank to leapfrog ahead in the industry”

Jonathan Durocher

President of National Bank Investments