Purpose Advisor Solutions·Jun 16, 2021OnboardingOnboarding is arguably the most important step in a client’s journey — it is a critical point in the advisor-client relationship where you make a first impression, gather information, and talk about your services to help your clients achieve their financial goals. As your technology partner, we are an extension…Onboarding3 min read
Purpose Advisor Solutions·Jun 16, 2021FundingWithin the PAS Platform, funding is responsible for the product and client experience associated with accepting, processing, and transferring money. We work closely with our custodial partners to integrate our platform and make funding and payments, internally and externally, as seamless as possible. This includes: Withdrawals and deposits External transfers …Product4 min read
Purpose Advisor Solutions·Jun 16, 2021Our feedback loopDear advisors, we want to hear from you: the good, the bad, and everything in between. Feedback is a key component of product development, and we believe connecting with our users is critical to evolving our platform, increasing user satisfaction, and providing a world-class experience. …Product4 min read
Purpose Advisor Solutions·Jun 16, 2021Our product visionThe independent advisor world in Canada is not an integrated one — yet. Integrated means the flow of data between sources, a uniform experience, and ultimately, a way to make everyone’s lives easier. Today’s Canadian financial services industry is siloed, and advisors and investors do not have an easy way to bring every piece of the puzzle together. …Product2 min read
Purpose Advisor Solutions·Jun 16, 2021A day in the lifeThe article is titled ‘A day in the life’ because it sounds better — but it’s really ‘A morning in the life’. Anyways, you get the gist. Keep reading to see a glimpse of our visionary future in action. 8:00 am: You make a cup of coffee and sit at…Product4 min read
Purpose Advisor Solutions·Jun 16, 2021Welcome Michael Deen to the product team!Purpose Advisor Solutions is excited to welcome Michael Deen to the PAS product team! At PAS we look for product managers who are passionate about the advisor-client experience, have a bias towards execution, and can collaborate across all teams to build best-in-class products. Michael has all of these qualities, and…Product Management2 min read
Purpose Advisor Solutions·Jun 16, 2021Product x Advisor SuccessProduct and Advisor Success have an extremely close relationship at Purpose Advisor Solutions — and that is very intentional. Our Advisor Success team answers hundreds of phone calls and replies to thousands of emails on a weekly basis. …Customer Success5 min read
Purpose Advisor Solutions·Jun 16, 2021Compliance has your back — even when it feels like they don’t!Hi 👋 I’m Marlo! And I’m the General Counsel and Chief Risk Officer at PAS. I’m excited to introduce a new blog series that focuses on the intersection between product and compliance. Welcome to my first article! I’ve spent my career in the wealth and capital markets space advising on…Compliance5 min read
Purpose Advisor Solutions·Jun 16, 2021Built for advisors: a dashboard for tracking and moreWe’re making it easier to track funding requests so you can stay on top of your clients’ activities. Purpose Advisor Solutions is a technology company that enables Portfolio Managers and advisors to independently grow and scale their business. The below technology is built by Purpose Advisor Solutions and…Product4 min read
Purpose Advisor Solutions·Jun 16, 2021Our guide to partnershipsAt Purpose Advisor Solutions, partnerships have always been at the forefront of our discussions around business development. …Partnerships3 min read
