Enhanced Wealth Management for Canada






Specifically designed for the Canadian market









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Overview

Opes’s PowerFolio solution offers most of the same great features as our global Unibanx product but is tailor-made specifically for the Canadian market. Asset managers, fund managers and wealth managers are provided a central-analysis and decision-making platform that utilizes modules to seamlessly integrate business workflows.

Additional Tools for our Canadian Partners

PowerFolio also provides additional service enhancing features specific to Canadian financial institutions.

  1. Portfolio Simulation, Management and Valuation
  2. Performance Measurement
  3. Realized and Unrealized P&L
  4. Various Fiscal and Governmental Reports

A. RESP
B. RRIF/LIF
C. TFSA

Feature and benefits

PowerFolio provides the following sophisticated tools to enhance your service offerings, mitigate risk and enable growth

  1. Portfolio Simulation, Management and Valuation
  2. Performance Measurement
  3. Realized and Unrealized P&L
  4. Model Portfolio Design
  5. Rebalancing
  6. Benchmark Comparisons
  7. Reporting
  8. Reconciliation
  9. Client Management
  10. Fund Management
  11. Financial Instrument Management
  12. Operational Controls
  13. Investment Accounting