Wealth Professional's 5-Star Wealth Technology Providers 2022

September 28, 2022

Luisa Velez

Luisa Velez

Director, Corporate Communications


Wealth Professional invited technology service providers from around Canada to submit nominations, detailing the problems or pain points their offering is designed to solve or relieve for wealth management professionals and how their solution differs from that offered by competitors.

The WP team objectively assessed each entry for detailed information, true innovation and proven success – along with benchmarking against the other entries – to determine the 30 5-Star Wealth Tech Providers.

This special report showcases Wealth Professional's 5-Star Wealth Tech Providers for 2022, including Charitable Impact.

See the full list here