We collaborate with industry leaders to provide solutions that enhance productivity and elevate the client experience for financial advisors.
We work with top insurance and wealth management firms to support leading advisors with the best solutions and services.
Our network enhances your service offering, helping you drive greater value for your clients.
Our integration tools let you easily connect your favorite applications, helping you streamline your digital operations and boost efficiency.
Our data feeds provide instant access to accurate financial information in insurance and investment, so you can deliver personalized recommendations and build stronger client relationships.
Carriers
Beneva
Canada Life
Great-West
IA Financial Group
Manulife
RBC Insurance
Sun Life
Distributors and MGAs
AgenZ
Alliance
Barrington
Belay
Botica
Boulos
CABN
Canada Financial
Canfin
Carte Risk Management
Carte WM
Customplan
DeThomas
Equity Assoiates
Experior
Financial Horizons
Gestion FÉRIQUE
Global Maxfin
Groupe Cloutier
Gryphin Advantage
Hub Financial
IDC Worldsource
InfoPrimes
Investia Financial Services
IPC
Keybase
Lafond Financial Services
Maestro
MAX Financial
Mérici Financial Services
MICA
Monarch Wealth
MSA Financial
Multi-Courtage
PEAK
PMT Roy
Portfolio Strategies
Pro Investments
QFS
Richardson Wealth
S_entiel
SFGT Group
Sterling Mutuals
Worldsource Financial Management
ZLC
Back-Office Solutions
Equisoft/centralize
OneBoss
Univeris
VieFUND
VirtGate
WealthServ
Winfund
Whether you're looking for a missing partner or hoping to join our ecosystem, we'd love to hear from you.
