Technology for how you work
With proprietary tools and trusted platform partners, we offer a connected digital experience built for how you do business.
uniFide (FCC)
Get what you need, when and where you need it. uniFide is FCC’s centralized platform for digital account opening, workflow automation, real-time tracking, and business analytics. It helps you manage your book, coordinate with your team, and deliver a consistent client experience from any device.
Envestnet
Envestnet brings portfolio management, financial planning, and reporting tools into one place. Tailor strategies, monitor performance, and keep your advice aligned with changing client goals.
Conquest financial planning
Develop responsive, goal-based plans that evolve with your clients. Conquest uses intelligent software to identify next best actions, supporting recommendations that are both timely and data-driven.
Wealth advisor site
Your hub for dealership news, marketing resources, tax guides, compliance support, and more. Search with AI, browse tailored resources, and sign in securely with your Manulife ID.