Aviso Wealth Makes An Easy Transition To A Single Service Provider
Aviso Wealth Makes An Easy Transition To A Single Service Provider
4 PagesAviso Wealth, a leading Canadian wealth management firm serving 225+ credit unions and 1,300 advisors with MFDA/IIROC services, online brokerage, and insurance, faced a complex technology network and multi-vendor relationships for statement creation, document imaging, and delivery. Doxim software enabled a seamless transition to a single service provider, flawlessly consolidating these processes while introducing e-presentment. This consolidation streamlined operations, simplified vendor management, and ensured uninterrupted service execution, empowering Aviso Wealth to focus on growth and advisor support with efficient, unified document solutions.
