Canada-based GP Wealth Management has joined forces with Invesco Canada to launch a new online platform for advisers dubbed GPWealth360 that will enable advisers to connect with their clients anywhere round the clock.
The new platform is powered by Invesco’s advisorDUO system and enables advisers to offer clients various digital services such as onboarding new clients and recommending investment portfolios.
Go deeper with GlobalData
The platform also comprises an easy-to-use digital interface that enables users to assemble all their documents in one place.
GP Wealth said that the solution lowers administrative costs significantly, and allows advisers to comply with latest regulatory norms.
GP Wealth president and CEO George Aguiar said: “Our objective as a dealer is to help our advisers run their practices more effectively and deliver the best possible service experience to their clients. We chose to invest in GPWealth360 because we believe it represents a major step forward for our business and will give our independent advisers a clear competitive edge in the market.”
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
