Toronto-based Purpose Advisor Solutions (PAS) a unit of Purpose Financial, has teamed up with Milestone Wealth Management, a Calgary-based family office targeting HNWIs and business owners.
The alliance will enable Milestone to leverage the turn-key Advisor Wealth Platform of PAS in order to support its advisory business.
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PAS CEO Jeff Gans said: “Through Purpose Advisor Solutions, Milestone will have the tools, including PAS’s proprietary digital account opening platform and the D1G1T portfolio management system, to provide the robust client experience to compete in today’s evolving market.”
The turn-key digital platform of PAS enables advisers and portfolio managers to launch their independent business rapidly.
The firm offers intuitive tools to integrate digital workflows across CRM, portfolio management, reporting, compliance and trading.
It also automates adviser processes for firms in order to help them scale their operations and enhance client relationships.
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By GlobalDataMilestone managing partner Steve Booker said: “PAS provides the platform and operational infrastructure we need to focus on what we do best, serving our clients.
“This partnership provides Milestone with a wealth of expertise and technology, building a strong foundation for our business and support our long-term growth objectives.”
Earlier this year, PAS acquired Wealthsimple for Advisors to expand its platform for advisers.
