Canada
Summary
This business provides a financial planning software platform specifically designed for Canadian financial advisors. It offers tools for creating comprehensive financial plans that are easy for clients to understand, focusing on retirement and estate planning. Key features include decumulation optimization, retirement withdrawal strategy analysis, and client-friendly reporting. The software aims to enhance advisor productivity by automating complex analyses and providing actionable insights for clients' financial goals.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
11.7 years — Since May 2013
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
541219
SIC 4 Digit Code
7371
SIC 2 Digit Code
73
Industry
1. Financial Technology
2. Other Accounting Services
Vendor
Source
TXT Record
Pardot
TXT Record
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2014 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2015 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2016 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2017 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2018 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2019 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2020 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2021 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2022 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2024 |
|
|
|
|
|
|
|
|
|
|
|
|