Canadian digital wealth management company offering robo-advisory investing for individuals, white-label wealth-management software for financial institutions, advisor solutions, and group RRSPs for employers
Canadian digital wealth management company offering robo-advisory investing for individuals, white-label wealth-management software for financial institutions, advisor solutions, and group RRSPs for employers. Its platform creates personalized diversified portfolios, automates rebalancing and supports digital onboarding and back-office operations.