Toronto-based Spectra Securities Software is to offer its Wealthware.net asset management portal to institutional clients of TD Waterhouse Investor Services in Canada. The portal provides online access to Spectra portoflio management products under an application service provider (ASP) access model.
Correspondent broker and investment counsellor clients of TD Waterhouse will be able to use the portal to review portfolios, view client contact details and print reports.
Carrie Russell, senior vice president and managing director at TD Waterhouse Institutional Services, says: "Our clients who enroll for this service will have seamless access to the contact and portfolio management tools they require without the significant capital costs of a traditional system."