OUR BUSINESS

With our innovative and insightful technology, we strive to enhance our users’ every day experiences. Founded in 2020, our incredible solution was designed to bring in the latest technology to the world of finance where intelligence is built into every aspect of our solutions.

 

Our team, with a vast knowledge of Canadian investment industry has started a movement that we believe will take over the industry and brings ease of use to the industry professionals, making their work easier, and intelligently manages all automations behind the scene for an effortless experience for the end user.

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Phoenix Highlights

• Full Mobile Experience Throughout

• Fully Customizable Trading Platform

• PAC/SWP fully automated, no manual intervention required

• Processing Eliminated

• API connection to any possible downstream systems

• Custom Portfolios, fully automated by AI

• Intelligent System that learns and adapts

• Nominee/Client Name Plans

• Intelligent System Offers Solutions to the User

• Reminds Users of their Critical Tasks

• Fully Automated Payment Processing

• Automated Settlement Reconciliation

• Fully Mobile Client Portal

• Tax Reporting

• Regulatory Reports

• Account Onboarding and KYC Monitoring

• Revenue Tracking

• At least 30% Operational Cost Savings

• Tasks that could take hours or days, are done in minutes

• Click Click Click, and your done!

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Market Integration for Trading:

• Mutual Funds

• GICs

• ETFs

• Stocks

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