​AX360 

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• Client Onboarding
  • ​Open new accounts
  • KYC updates  ​
• Portfolio Aid 
  • ​Location of fund codes for fund switches, identification and dispatching fund facts, to clients
• Compass (Legacy - Systematic Plan)
  • Set up of PACs/SWPs/AWDs 
• Imagerie
  • ​Location of client files and information, as needed
• Croesus​​
  • ​Account reviews​​​​
  • Identification of business opportunities and risk mitigation, leveraging reports 

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Compass 

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• Cash/Security/Bank transfers​
• EFT/Cheque Fund deposits and withdrawals ​
• Foreign exchange​
• RIF/LIF modifications and withdrawals​
• RSP/TFSA/FHSA/RESP contributions and withdrawals​​​
• Dividend Reinvestment

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Forms

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• Letters of direction - preparation and implementation ​​​
• Transfers in
• ​​Legal Entity
• Beneficiary designations and changes 

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CRM Programs

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• CRM move and integration 

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