This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More
Author: crm2plus
Co-founder CRM2plus.com . CRM2plus is CRM2 software which was developed to address the upcoming CRM2 performance reporting mandate in the wealth management sector. CFP’s, members of IIROC and MFDA (Mutual Fund Dealers Association) are required to report IRR (Internal Rate of Return) performance and fees. The CRM2plus software gives financial planners a detailed analysis and reports on
- Quarterly returns
- Annual IRR calculations
- Comparison between net investment and historical account value
- Benchmark Comparisons
- Best and worst months/quarters/years
so that clients can understand their portfolio performance. Individual accounts can be looked at separately or aggregated as desired. Portfolios can be compared against benchmarks including S&P, TSX, DEX Midcap Bond Index, MSCI and EAFE.
CRM2 – What You Need to Know
There’s a lot of information swirling around with respect to the implementation of CRM2 – the good, the bad and … More
CRM2 and IRR
On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument … More
Create Clarity for your Clients
If you’re a CFP, you’ll benefit from our groundbreaking portfolio analysis software, CRM2Plus – http://crm2plus.com/ And, we’ll teach you how to … More
CRM2plus Software
CRM2plus is a CRM2 software which was developed to address the upcoming CRM2 performance reporting mandate in the wealth management … More
CRM2 – A Brief Overview
CRM2 is a new set of financial rules that has been implemented to ensure investors receive standardized information about the cost … More
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