Technology

Maximizer launches French-language CRM

Bilingual software boosts compliance efforts

By Jonathan Got |February 20, 2026

2 min read

Tech roundup: BMO clients can build their own financial plan in Conquest Planning

And, other collaborations, investments and insurance tech developments

By Jonathan Got |August 4, 2025

3 min read

How to protect your clients from a cyber attack

Attacks on small- and medium-sized businesses are on the rise — "advisors are a juicy target"

By Alisha Hiyate |April 17, 2025

6 min read

What advisors need to know about AI notetaking apps

Understanding Canadian context, software integration and security key to choice

By Jonathan Got |March 20, 2025

5 min read