Echelon is a leading Canadian independent wealth management and capital markets firm with more than $4 billion in assets under administration and management. Echelon chose IRESS following a review process undertaken in 2016.
The unified technology platform will help Echelon to meet its needs across client portal, portfolio management, trading and market data, client engagement and reporting. The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.
IRESS’ managing director of Canada, Glenn Wilson said: “Echelon reflects a growing trend for integrated, retail financial services businesses to seek a unified technology solution to better meet business, compliance and user needs and achieve efficiency as participants see more regulation impacting advisor efficiency.
“With IRESS, Echelon will leverage a single comprehensive technology solution to realize its growth plans. The solution standardizes processes, removes manual workarounds for advisors, improves its cost-to-income-ratio and creates a seamless, engaging client experience.”
Echelon Wealth Partners’ Chief Information Officer Mo Hiran, explains, “The wealth management space continues to evolve and become more sophisticated. Echelon is among the leaders in this space and we wanted to ensure we provided our advisors with the most comprehensive solution to meet those needs. In selecting and implementing IRESS’ Private Wealth Management platform, we’re confident we’ve chosen a robust and extendible platform that will meet the needs of our advisors now and for years to come.”
Echelon and IRESS are now working to further expand and integrate the solution platform to broaden the compelling offering to advisors across Canada.
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