Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop desktop solution that meets the needs of management and the Canadian adviser?

Regulatory and market pressures have upped the ante for Canadian wealth managers, and most of all for banks, whose control over customer data has afforded them a competitive advantage. Firms are looking to desktop technology to help the adviser to work more efficiently, coordinate service delivery across platforms, and energise the client experience.