Warren Buffett’s 90/10 Portfolio

Warren Buffett – The 90/10 Portfolio The 90/10 Portfolio is a portfolio that is designed by the expert investor Warren … More

10 Things You Should Know About The CRM2plus Software

Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?

Working with the Average Investor

The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….

How can prepping client meetings be made more efficient?

Preparing for client meetings is time consuming. Generating the graphs, creating pictorials and tangilbles so that your high net worth clients can appreciate their performance…. is a lot of work. Software has been created to solve this: CRM2plus is some of the best software available for the Canadian market.

CRM2 Reporting made Easy

CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … More

The Phases of CRM2 – An Infographic

This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More

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