Awards and recognition

2024

Industry

WP’s Top 25 WealthTech Providers
April 2024

WealthTech100
April 2024

WealthTech Americas Awards
Innovative Client Solution
February 2024

Employer

Remarkable Employer – Ethnocultural Diversity
June 2024

Canada’s Top Small & Medium Employers
April 2024

2023

Industry

Wealth Professional Awards
April 2023

WealthTech100
April 2023

Employer

Canada’s Top Small & Medium Employers
April 2023

2022

Industry

WP’s 5-Star WealthTech Providers
Portfolio Management Software
October 2022

WP’s 5-Star WealthTech Providers
Financial Planning System
October 2022

WP’s 5-Star WealthTech Providers
Financial Tools or Dashboards
October 2022

WP’s 5-Star WealthTech Providers
Back-Office Support
October 2022

Wealth Professional Awards
Excellence award
June 2022

Most Promising Canada Tech Companies
May 2022

Canada’s Best Managed Companies
May 2022

WealthTech Americas Awards
March 2022

Employer

Canada’s Top Small & Medium Employers
April 2022

Montréal’s Top Employers
February 2022

2021

Industry

WP’s 5-Star WealthTech Providers
November 2021

Canada’s Best Managed Companies
May 2021

WealthTech100
May 2021

Employer

Canada’s Top Small & Medium Employers
April 2021

Montréal’s Top Employers
February 2021

2020

Industry

Wealth Professional Awards
October 2020

WealthTech100
April 2020

Canada’s Best Managed Companies
March 2020

Employer

Montréal’s Top Employers
January 2020

2019

Industry

Dunamis (Laval Chamber of Commerce and Industry)
April 2019

Canada’s Best Managed Companies
March 2019

Employer

Canada’s Top Small & Medium Employers
April 2019

Montréal’s Top Employers
January 2019

2018

Industry

Wealth Professional Awards
June 2018

Canada’s Best Managed Companies
March 2018

Employer

Remarkable Employer – Ethnocultural Diversity
November 2018

Canada’s Top Small & Medium Employers
April 2018

Canada’s Top Employers for Young People
February 2018

Montréal’s Top Employers
February 2018

2017

Industry

Les Affaires: 300 Most Important SMEs
October 2017

Canada’s Best Managed Companies
March 2017

Employer

Canada’s Top Small & Medium Employers
April 2017

Montréal’s Top Employers
April 2017

Canada’s Top Employers for Young People
January 2017

2016

Industry

Les Affaires: 300 Most Important SMEs
October 2016

PME en lumière – SME of the Year (AQT)
October 2016

Canada’s Best Managed Companies
March 2016

Employer

Remarkable Employer – Ethnocultural Diversity
August 2016

Canada’s Top Small & Medium Employers
March 2016

2015

Industry

Les Affaires: 300 Most Important SMEs
October 2015

Canada’s Best Managed Companies
March 2015

Employer

MercadOr (Innovative Human Resources Practices)
November 2015

Remarkable Employer – Ethnocultural Diversity
January 2015

2014

Industry

Les Affaires: 300 Most Important SMEs
November 2014