“The high degree of portfolio management flexibility, the intuitive rules that allow for efficient application of a single model across multiple accounts and the user friendly interface will support our retail portfolio managers in providing a more customized client experience while adding efficiencies to their businesses,”
“We are proud of being selected by such a forward thinking and client-centric firm like DundeeWealth to satisfy the growing need for flexible and efficient modeling in the wealth management business. This recognition motivates us to remain focused on delivering the most intelligent rebalancing system on the market in response to the demanding requirements, in particular for tax optimization and UMA/UMH accounts management,”
DundeeWealth is a wholly owned subsidiary of Scotiabank and part of the Bank’s Global Wealth Management division. It provides investment solutions and advisory services to financial advisors, institutions, corporations and foundations, as well as innovative wealth management through independent financial advisors across Canada.
softTarget inc. is a provider of best-of-breed software for the investment management industry. Its iBalanceTM advanced portfolio management solution enables portfolio managers, investment advisors, compliance officers and other key players to work together efficiently, allowing for cost effective customized portfolio management.
For more information about softTarget and the iBalanceTM platform please contact:
Real Alix, Vice-president
Tel.: 514-340-1414 ext. 206