About Technology and partners
Better technology. Better partnerships. Better results.
We are supported by world-class technology through our alliances with leading organizations including Fidelity Clearing Canada, D1g1t and Advisor Solutions by Purpose. Meaning that you receive a secure, seamless experience that’s not just “good enough,” but the best it can possibly be.
Leading edge, enhanced technology
At Aretec Wealth, we have leading edge, enhanced technology – from our portfolio management tools, to our research analytics, financial planning software, client portal, reporting and beyond.
Our Partners
World class alliances
Aretec Wealth is powered by uniFide
Aretec Wealth has partnered with Fidelity Clearing Canada (FCC) through its uniFide digital services platform to ensure our investment professionals have access to the very best custody, record keeping, and trading capabilities, supported by industry-leading knowledge, tools and technology — enabling us to focus our time and energies on collaborating with our customers to deliver maximum relationship value.
Portfolio management system
d1g1t is a leading enterprise wealth management platform used by Multi-family Offices, RIAs, Broker-Dealers, and Bank Advisor Networks to deliver a modern personalized digital client experience. Designed by experienced financial engineers with deep industry expertise, the platform is powered by an institutional-grade performance and risk analytics engine, that empowers advisors with real-time intelligence.
Platform partner
Advisor Solutions by Purpose (ASP) is Aretec’s platform partner, enabling our independent wealth business while allowing our team to focus on working with our clients to achieve their financial goals. ASP, a subsidiary of Purpose Unlimited, is an innovative financial services firm providing modern client and practice management technology, and value-added services to enable independent portfolio management and financial advisory businesses in Canada.
Financial planning software
Conquest Planning software helps us provide customized, interactive financial plans according to our clients’ unique circumstances, including cash flow, goals, priorities, and risk tolerance.