The system, called the iBalance, aims to provide portfolio modeling capability, optimised UMA/UMH portfolio rebalancing, tax optimisation and integrated compliance workflow management.

“The high degree of portfolio management flexibility, the intuitive rules that allow for efficient application of a single model across multiple accounts and the user friendly interface will support our retail portfolio managers in providing a more customized client experience while adding efficiencies to their businesses,” said Steve Sparrow, vice president of products and services at DundeeWealth.

DWM Securities is DundeeWealth’s retail financial advisory business.