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Amongst this 12 months’s luminaries is Infinite Funding Techniques, which is understood available in the market for its flagship product, Concord. They’ve proven a outstanding capability to develop and develop new applied sciences to satisfy advisor wants as nicely.
“We emphasize service, and our group is the very best within the business. From day-to-day help to detailed system implementations, we’re out to exceed expectations,” stated Mike Zegers, vice chairman of technique and enterprise improvement.
Returning to the highest 25 checklist as soon as once more is SIACharts a Calgary-based agency with a platform that enables advisors and portfolio managers to check an enormous array of various property and securities towards one another.
Paul Kornfeld, president of SIACharts, emphasizes the platform’s mission: “The objective is to assist advisors concentrate on the very best alternatives and save them time from doing analysis on different investments with clear rankings and alerts.”
Croesus Finansoft has been named to the High 25 checklist as nicely, acknowledged for its big selection of instruments, in addition to its current development past the Canadian market, opening its first workplace in Geneva, Switzerland.
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