Find out which portfolio management software providers offer superior solutions
The leading wealth tech providers in Canada are recognized for elevating advisors’ ability to serve their clients with superior technical analysis, compliance, and customizable design features.
From digital marketing platforms to portfolio management software, Wealth Professional’s Top 25 Wealth Tech Providers of 2024 celebrates the firms behind indispensable tools driving and maximizing advisors’ business operations.
This year’s industry-leading portfolio management software providers include:
Access the report to meet the best technology service providers around Canada in 2024.
