Canadian bank-owned brokerage TD Evergreen has licensed x.eye's wealth management technology for use on 750 desktops within the firm.
x.eye.wealth.manager's front office technology enables investment advisors and their teams to coordinate, execute and track all interactions with clients, prospects, referral sources, clients' other advisors, and related contacts. The software also offers portfolio reporting including rates of return, capital gains, investment objectives, external assets and liabilities, portfolio tracking positions and transactions.
Peter Lee, president of TD Evergreen, says: "x.eye will enable advisors to answer client enquiries about their portfolios - from rates of return and capital gains to positions and transactions - while the client is still on the phone."
TD Evergreen is an existing licensee of x.eye's full-colour graphical performance reporting software.