Canaccord Genuity, every wealth management business wants to grow.
In an industry that has access to some of the best technology, it should be simple but it’s not.

bulletWhat's stopping wealth managers achieving growth?
bulletHow productive and efficient are they?
bulletHow successfully are they managing the client lifecycle?
bulletAre they meeting client expectations?

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Private wealth

Software for investment management & advice.

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Investment management

Technology for investment and portfolio management and execution.

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