CIBC and National Bank slip to second and third place
The ability to understand app features has the largest impact on overall satisfaction among app users
The startup is developing courses that will help students prepare for the PFP or CFP designations
The Montreal-based firm’s app aims to make investing easy for all Canadians
There are many calendar and productivity applications that can help you take control of your schedule. Some can be shared with other team members and integrate with your existing programs
Do-it-yourself financial wellness apps will pave the way for firms to focus on more holistic, customer-centric marketing, group predicts
Although mobile accessibility and services for discount brokerage clients has improved, it continues to lag the traditional online experience
SmartApp flags any missing information to advisors and facilitates the use of electronic signatures
The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning, storing and retrieving receipts easy
Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here are some features to consider before you buy