The Future of
Your Firm Today
• Reduce operational costs and risks
• Increase advisor capacity and productivity
• Enhance client engagement & experience
Designed to easily work with your existing products, processes, platforms and people allowing you to move from analog wealth to digital wealth in a fraction of time for a fraction of the costs.
Benefits of Going Pro
Reduce Operational Costs and Risks
Significantly reduce errors, account opening times and operational costs to position your firm for growth.
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.
Join the community of leading financial institutions that have chosen the Pro platform to become a more efficient and client focused wealth management firm
“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”
President of National Bank Investments