The EWMS Advisor Front Office

EWMS Front Office is a "24/7", real-time and online system that enables Advisors to manage their business, portfolios and clients - anytime, anywhere. Built using the best practices of Canada's top financial services providers, it is an easy-to-use, yet powerful and comprehensive system that helps Advisors provide higher levels of client service to more clients, helping drive referrals and practice growth.

EWMS front office overview:

• Real-time and web-based investment, client and order management system
• Provides "24/7" instant access to all client and product information
• Enables book-of-business segmentation and analysis with a built-in dashboard
• Includes PortfolioINSIGHTS® – a powerful built-in portfolio analysis tool
• Features a "built-in" compliance to help protect client's assets
• Provides an optional web-based access for Investors

To find out more about various EWMS front office components, please select a component from the right.

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