The wealth management industry is in the midst of a rapid shift. Today, advisors are navigating growing client expectations, a more complex regulatory environment, and a technology landscape that is evolving faster than ever. New technologies are transforming how advisors engage with clients,manage portfolios, and grow their practices. But while the pace of change is accelerating, not all firms are keeping up.
Long before it became industry consensus, Canaccord Genuity Wealth Management saw that technology would play a critical role in reshaping how advisors serve their clients. That insight has shaped our strategy. We’re proud to be a leader in delivering modern, advisor-focused technology. For us, technology is not about replacing the role of the advisor—it’s about complementing and enhancing it. When combined with deep expertise and trusted relationships, the right tools can elevate every aspect of the client experience, from planning to portfolio management to day-to-day interactions.
As the financial services industry started to shift, we were already moving—anticipating the direction of change and shaping our strategy to stay ahead.
Cloud infrastructure has enabled firms to innovate and scale faster than ever before. Data and analytics are powering smarter, more timely decision-making and helping advisors offer highly personalized solutions. AI and automation are streamlining operations and opening up new ways to deliver value. Yet, across the industry, we see a growing divide. Larger institutions often remain constrained by legacy systems and siloed technology. Independent firms, while more agile, may lack the resources to invest meaningfully in advanced platforms or support large-scale implementation.
This is where Canaccord Genuity Wealth Management stands apart. We are not constrained by the legacy systems of larger institutions or the limited resources of other independents. Our unique positioning has allowed us to make targeted technology investments that reduce administrative burden and create seamless client experiences, empowering advisors to do more for their clients.
The fastest growing advisory practices in the US are far more likely to use technology tools across key areas such as portfolio management, trading, CRM, and document handling.
— Fera Jeraj | Chief Technology Officer
According to an industry study in the US, the fastest growing advisory practices in the US are far more likely to use technology tools across key areas such as portfolio management, trading, CRM, and document handling. These advisors aren’t just adapting—they’re outpacing their peers, growing their businesses at 17.5% annually compared to 7% for the average advisor. They also secure three times as many referrals and generate 40% more growth from new clients.
This evolving environment has prompted many advisors to take a hard look at their current platform and ask themselves:
- Is my technology helping me deliver a faster, more seamless client experience?
- Can I access integrated tools for financial planning, portfolio management, and client servicing?
- Does my firm invest in ongoing innovation—or am I working around outdated systems?
- Do I have the support I need to implement these tools effectively?
- Is my current platform enabling me to scale my practice?
At Canaccord Genuity, we’ve built a platform that answers these questions with confidence. We’ve spent the past decade reimagining what technology should do for both advisors and their clients. Our firm has made targeted, meaningful investments in technology—not for technology’s sake, but to build a fully integrated platform that blends innovation with real-world utility.
Our technology approach is grounded in a clear objective: to help advisors grow more efficiently while delivering a superior client experience.
A key part of our approach is improving efficiency across every stage of an advisor’s workflow. That means reducing friction in the day-to-day so advisors and their teams can spend more time where it counts—with their clients. From automating client onboarding and everyday servicing tasks like KYC updates, to enhancing our CRM with workflows that support proactive relationship management, our goal is to simplify and streamline.
It’s one thing to have strong individual technology platforms—it’s another to have them fully integrated. At Canaccord Genuity Wealth Management, we’ve prioritized integration across our entire ecosystem, ensuring that our tools communicate seamlessly and support a cohesive experience. Our technology is designed to work together behind the scenes, creating a smooth and consistent journey for both advisors and clients. This level of integration allows us to pair hightech capabilities with a high-touch approach, delivering personalized service at scale.
We’ve also invested in best-in-class tools for portfolio management, performance reporting, and financial planning—all of which are enhanced by AI capabilities. These tools allow advisors to run what-if scenarios, provide insights into retirement planning and tax optimization, and offer tailored advice that reflects each client’s unique goals and circumstances.
Client expectations have evolved, and we’ve responded by transforming the digital experience through a more dynamic and personalized client portal. Our portal continues to evolve and upcoming enhancements will provide clients with access to timely updates, portfolio insights, relevant news, and tailored communications—all through a clean and intuitive interface that reflects the sophistication of the advice they receive.
Another significant advancement at Canaccord Genuity is the integration of AI to enhance the advisor-client experience. Our advisors are using AI to summarize content and help generate actionable insights, whether that be related to everyday client interactions, financial planning, or investment management. By automating workflows and streamlining routine tasks, AI is helping our advisors operate more efficiently and stay ahead of their clients’ needs. This allows for a more proactive approach, shifting the focus from reacting to events to anticipating them.
Finally, we’re using analytics to drive better decisionmaking across the board. Advisors can access reporting that gives deeper insight into client portfolios, as well as analytics that support the growth and efficiency of their practice. This kind of intelligence is essential for any advisor looking to deliver better client outcomes and identify new opportunities for growth.
For clients, we have reimagined how technology supports wealth management advice—delivering a seamless, highly personalized journey from onboarding to planning, portfolio management, and reporting. For advisors, it means access to integrated technology, real-time data, and world-class support—all working together to help them grow their business and deliver standout service.
At Canaccord Genuity Wealth Management, we’re not standing still. We’re continuing to invest, evolve, and deliver technology that works—so advisors can focus on what matters most: their clients.
