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*
“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