Fidelity Clearing Canada
Fidelity provides trade execution, clearing custody and back-office support. Fidelity’s services include:
• Investor Portal Access: client account access real-time, account statements, and tax statements. All available on your Mobile Device
• Coordinated service of a Client Experience team and 1:1 dedicated support
• Streamlined workflow from front to back office
• Full-service trading and settlement of equities, fixed income, foreign exchange and international securities, ETFs and mutual funds
• Real-time transaction processing and reporting
• Integrated tools and flexible reporting for risk management and operations
• Full range of registered/non-registered accounts, including multi-currency
• Tailored pricing to manage expenses, clients and growth
• Data support and nightly uploads for portfolio management and CRM software
• Integrated custody for OM funds and private pools
Fidelity Fixed Income Desk
Fidelity offers a deep bond inventory including government, corporate investment grade, and corporate high yield bonds. The desk has over 1,500 bonds offered in its inventory. Bonds are available in other currencies.
Fidelity Foreign Exchange
Fidelity offers foreign exchanges for many currencies.
Argus Research
Argus Research is available to you. Argus Research Company was founded in 1934 by economist Harold Dorsey and was one of the first firms to provide systematic, independent research and analysis on U.S. equities to the professional market.
Using a top-down methodology, the Argus staff of analysts and its economist has continued to offer forecasts and ratings on the U.S. economy, and objective investment research analyzing hundreds of leading blue-chip companies.
Argus will provide you with
• Reports & Ratings on 1500+ Companies
• Quantitative/A6 Research
• Sponsored Research
• Reports & Investor Tools
• Ownership Analytics
• Equity Model Portfolio Solutions
• Ratings on 400 ETFs
• ETF Model Portfolios & Managed Account Solutions
• Regulation A Offering Research
• Portfolio Strategies
• Analyst Access & Events
Croesus
Croesus provides access performance in a sophisticated portfolio management service. You can make made-to-measure reports. The easy-to-use interface facilitates risk management and can provide performance calculations quickly. Croesus provides a CRM for you as well.
But you are not alone. Croesus provides a team of training professionals who identify your needs and provides an effective know transfer. Croesus offer free and easy-to-access webinars.
Morningstar Canada
The Premium Service is provided to you providing access to news, research, and stock, bond, and mutual fund analysis. This service provides additionally:
Services for you to determine your portfolio’s basis characteristics at a glance, including asset allocation and exposure to different investment styles.
Premium Stock Finder – your search results are leveraged by Morningstar’s proprietary data.
Analysts Reports – 150+ Morningstar Analysts provide their opinion on +2,500 Stocks, Open-Ended Funds, and ETFs.
Portfolio Manager – Advanced Track and analyse up to 10 portfolios, using unique tools such as Portfolio X-Ray and Stock Intersection
Client Originations
For some Portfolio Managers, qualified by our company, we could provide services to source qualified prospective clients.
