Technology Tools & Support

A complete, connected ecosystem where data flows seamlessly across all apps

Digital Onboarding both in bulk and individual clients with digital tracking

Automated creation of client IPS’ from KYC data – one at a time or in bulk

Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)

Dedicated IT Support managing hardware, cyber security, backup recovery

Digital tools for managing live seminar/event ticketing and hosting online webinars

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Client Experiential Technologies

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Asset Management

A complete, connected ecosystem where data flows seamlessly across all apps

Digital Onboarding both in bulk and individual clients with digital tracking

Automated creation of client IPS’ from KYC data – one at a time or in bulk

Customized CRM (Salesforce) with integrated client communications (email, phone, document sharing, and video conferencing)

Dedicated IT Support managing hardware, cyber security, backup recovery

Digital tools for managing live seminar/event ticketing and hosting online webinars

Previous Section
Client Experiential Technologies

Next Section
Asset Management

Quintessence Wealth, a Portfolio Manager, Investment Fund Manager and Exempt Market Dealer registered with the Canadian Securities Administrators.

The information contained in this website comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.