New regulation is here and one software provider believes it can help you restore client confidence:

New CRM2 regulations are here. Made in Canada, CRM2plus software can help you restore client confidence. CRM2 performance reporting is made easy. Graphs and charts give you tangible and demonstrable proof of your value as a financial professional…

Just in time for RRSP season, new software to put you in charge of your finances:

Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: