âThe eXimius front office application will enable us to provide unmatched service tailored to meet the requirements of our private investment management clients wherever they may be,â said Tim Price, MacDougall, MacDougall and MacTier President and CEO.
âWeâre delighted to have signed one of Canadaâs most prestigious wealth management firms which has a long and distinguished history in Ontario and Quebec,â said John Fennelly, Global Managing Director of Thomson Reuters Wealth Management.
The decision to sign with eXimius was driven by the need for strong client service and the desire for performance and risk capabilities that allow for greater differentiation among their peers. eXimius provides client management, portfolio management, wealth planning and reporting capabilities that support proactive management, and ensures compliance at all levels- instrument, asset, portfolio, client and firm- without impacting organization efficiency.
eXimius features a highly configurable and intuitive interface which can be simplified when needed. The platform provides structure and efficiency around all critical functions in the wealth management business from client prospecting to client acquisition and on-boarding, to managing an existing base of business and maximizing a firmâs resources. It also has the ability to generate orders by various means and provides support in managing both discretionary and newer advisory business, while helping to meet current and future regulatory requirements.