Redefining Client Advisor Relationships - Thought Leadership

News

Systelos Selected as a WealthTech 100 Company

This year FinTech Global, a data and research firm, launched their inaugural WealthTech 100 report to find the world’s most innovative WealthTech...

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Product News

Co-Creation Sprint: Designing Our Short-term Innovation Roadmap

One year after we launched with our initial cohort of users, we were invited back to the annual iA Securities Portfolio Managers Meeting to discuss...

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Product News

Systelos Control Panel: Understand and Guide Client Behavior at Scale

With the Systelos Control Panel, now advisors can understand and guide their client behavior at scale. We built one interface to slice and dice...

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Advisor Insights , News

Stop Trying to Beat The Market

A new study suggests that while Canadian investors may be outwardly satisfied with their professional financial advisors, they might have...

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Advisor Insights , News

Systelos is Officially Out of “Stealth Mode”

A new survey finds Canadians love their investment advisors – but not enough to introduce them to the family. The study by Environics for wealth...

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Advisor Insights

The Black Box Problem – The Advisor Perspective

When did you last look back to what made you get started as a financial advisor? That one, all-powerful motivator that kept you at it through the...

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Advisor Insights

The Blackbox Problem – The Client Perspective

Every family wants the best for their loved ones and in wealth management, this means putting your best effort to make the right financial decisions.

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