Advisor Office wins Best Use of Technology Award
Toronto, December 4, 2008: Investment Planning Counsel (IPC) was awarded the Best Use of Technology award for Advisor Office, the firm’s suite of integrated client servicing and financial planning tools. The award was presented at the 2008 Canadian Investment Awards held in Toronto last night.
“We are committed to a tradition of constant innovation and technological enhancements to support advisors in delivering an efficient and effective client experience,” says Chris Reynolds, President of IPC.
Advisor Office represents an integration of IPC’s core technology systems. It provides advisors with tools to effectively manage their client relationships and service the full spectrum of their client’s investment and wealth management needs, Mr. Reynolds elaborates.
The Advisor Office platform was developed using the best Client Relationship Management (CRM), Financial Planning tools and IPC’s own back office systems to automate the various client data management functions. As such, Advisor Office streamlines data management functions that are related to client servicing, thus eliminating duplication and reducing the amount of administrative time that an advisor spends on managing a client’s personal data across multiple systems.
About Investment Planning Counsel
Investment Planning Counsel Inc. (IPC) is an integrated wealth management company focused on providing Canadians with a wide choice in financial products, services and advice to help them live their financial dreams. Founded in 1996, IPC is a leading choice for independent financial planners dedicated to delivering quality, client-focused advice. With $13 billion in assets under administration, IPC is a member of the IGM Financial Inc. (TSX: IGM) group of companies.
About the Canadian Investment Awards
The Canadian Investment Awards recognize leading investment products and firms illustrating an enduring commitment to excellence within the Canadian financial services industry. The awards recognize leadership in the investment industry and represent Canada's wide range of investment products. Awards are determined by a jury of industry experts who determine winners through a rigorous, audited process with long-term focus.