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Solutions tailored to every client.

Solutions for wealth management firms, financial advisors, and their clients

Wealth management firms, financial advisors and their clients

We’re a leading global provider of asset management, investment processing, and investment operations solutions that help our clients, and their clients, reach their individual goals.

Circular puzzle pieces connect to form the rings of a tree stump, we are all connected.

Institutional investors

We provide technology and asset management services across the continuum of institutional investors ranging from those with internal investment operations to those that outsource investment implementation.

The latest insights and news

January 14, 2025

Geopolitics: Trudeau poised to depart as tariffs poised to arrive

Justin Trudeau recently announced that he will resign as Canada’s prime minister, bowing to pressure from members of his Liberal Party. His departure leaves a potential power vacuum as tariffs loom.

January 14, 2025

A single-market rising tide fails to lift all stock boats

Looking ahead to 2025, investors are surely in for an interesting year. We’ll examine some of the risks, both positive and negative, facing Canada’s economy in our fourth quarter market commentary.

January 10, 2025

An interesting year ahead

The Canadian economy continues to chart its own path in terms of economic growth, inflation and central bank policy.

All insights