PFG said that the implementation of the new platform will provide it with the tools to more effectively monitor its growing private client base and will also ease the implementation of a change in the firm’s investment strategy.

“It will help our organization to reach higher standards in terms of portfolio rebalancing, reducing considerably the risk of error when implementing our investment strategy, taking into consideration and improving personalised client needs and restrictions“, said André Sirard, president and CEO of PFG.