SOURCE: ModernAdvisor

ModernAdvisor

June 06, 2017 09:00 ET

Customplan Financial Advisors selects ModernAdvisor to offer online investment services

VANCOUVER, BC--(Marketwired - June 06, 2017) - ModernAdvisor, a leading Canadian online investment management service, is pleased to announce that it has entered into a partnership agreement with Customplan Financial Advisors, one of Western Canada's largest independent Managing General Agents.

Under this partnership agreement, Customplan insurance advisors can offer ModernAdvisor's efficient, high-quality, and low-cost investment services to their clients. Customplan advisors can monitor clients' investments on a dedicated ModernAdvisor dashboard. Furthermore, new clients can be invited to sign up for ModernAdvisor's investment service through a co-branded onboarding process.

"We have partnered with ModernAdvisor, our preferred robo-advisor, for a number of reasons. ModernAdvisor is a carefully built, professionally run organization that Customplan associates can utilize to offer online investment services in their respective businesses," said Robert Hack, Vice President, Investments at Customplan. "Due diligence on both sides of this strategic alliance revealed closely matched business ideals making this a great fit. Advisors and advisory firms can either ignore, be indifferent, or embrace how our industry evolves; we choose to evolve."

"We are very excited to work with Customplan's network of qualified and dedicated advisors," said Navid Boostani, founder and CEO of ModernAdvisor. "This partnership allows us to expand our reach while giving Customplan advisors a competitive advantage by empowering them to offer the latest digital investment management solutions to their clients."

About ModernAdvisor

Founded in 2013, ModernAdvisor provides both online investment management services directly to clients, and white-labeled business solutions to other investment and wealth management firms. ModernAdvisor's B2B platform, called ModernAdvisor Pro, enables traditional wealth managers to offer a modern client experience on web and mobile. ModernAdvisor Pro also streamlines client onboarding, and improves back office and compliance workflows.

About Customplan Financial Advisors

Founded in 1978, Customplan Financial Advisors has a network of over 800 advisors in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario and Newfoundland. Fully independent, Customplan is one of the largest and most established MGAs in insurance, investments and financial planning in Western Canada.

Contact Information

  • Contact information:
    Navid Boostani
    Founder & CEO
    ModernAdvisor
    Tel: 604.259.6380
    Email: navid@modernadvisor.ca