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Solutions
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CRM Connector
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Technologies
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Services
Professional services
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Events
Connect with Canada’s leading WealthTech
Canada FinTech Symposium
June 2024
Calgary, AB
Attending
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Swiss Risk Association: Climate Risk Impact: Adapting Investment Processes and Compliance
May 21, 2024
Geneva, Switzerland
Attending
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FINANZ ’24
April 24-25, 2024
Zurich, Switzerland
Exhibiting
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CFS | Canadian Fintech Summit
April 9-10, 2024
Toronto, ON
Attending
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Massachusetts RIA Summit
March 21, 2024
Boston, USA
Exhibiting
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Past events
Sphere : Conférence solutions digitales
March 7, 2024
Geneva, Switzerland
Attending
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SFTA Afterwork Geneva
March 5, 2024
Geneva, Switzerland
Attending
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WealthBriefing Swiss Awards 2024
February 8, 2024
Geneva, Switzerland
Attending
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Swiss WealthTech Live 2024
February 6, 2024
Zurich, Switzerland
Exhibiting
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T3 Technology Conference
January 22-25, 2024
Las Vegas, USA
Attending
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PMAC National Conference
November 14, 2023
Fairmont Royal York
Toronto, ON
Exhibiting
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iA Private Wealth Advisor Summit
October 23-24, 2023
Sheraton Centre Toronto Hotel
Toronto, ON
Exhibiting
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Croesus Finnovation
October 12, 2023
Vancouver Art Gallery
Vancouver, BC
Organizer
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NBIN Annual Conference
October 4-5, 2023
The Ritz-Carlton
Toronto, ON
Exhibiting
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Canada Fintech Forum
September 25-27, 2023
Fairmont le Reine Elizabeth
Montréal, QC
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IPC Fall Summit
September 20-22, 2023
Halifax Convention Centre
Halifax, NS
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Croesus Fintour (GMA)
June 22, 2023
Michel Jodoin Cider House
Rougemont, QC
Organizer
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IIAC Investment Management Summit
June 20, 2023
Park Hyatt
Toronto, ON
Attending
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Wealth Professional Awards
June 1, 2023
Liberty Grand
Toronto, ON
Attending
IIAC Catch Up With The Force of WealthTech Conference
November 24, 2022
Vantage Venues Conference Centre
Toronto, ON
Attending
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PMAC National Conference
November 16, 2022
Fairmont Royal York
Toronto, ON
Exhibiting
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Canada Fintech Forum
November 7-9, 2022
Fairmont le Reine Elizabeth
Montréal, QC
Exhibiting
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Webinar: Advisor.ca
Improve productivity with next-generation rebalancing
October 19, 2022
Webinar
Participant
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Croesus Finnovation
October 13, 2022
Sofitel Hotel
Montréal, QC
Organizer
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NBIN Annual Conference
September 28-29, 2022
Toronto, ON
Exhibiting
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Webinar: Investment Executive
How can modern rebalancing improve your business?
September 21, 2022
Webinar
Participant
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iA Private Wealth’s Advisor Summit
September 18-20, 2022
Vancouver, BC
Exhibiting
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Croesus Finnovation
September 16, 2022
Shangri-La Hotel
Toronto, ON
Organizer
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Webinar: Wealth Professional
Next-generation portfolio rebalancing: Save time and improve results
September 6, 2022
Webinar
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CIFPs National Conference
September 5-8, 2022
Sheraton
Niagara Falls, ON
Exhibiting
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WP WealthTech Summit
May 17, 2022
Virtual
Exhibiting
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IIAC Wealth Compliance Symposium
April 28, 2022
Toronto Board of Trade
Toronto, ON
Attending
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