Insights to level up your practice
CapIntel Brings Tax Impact Into the Investment Proposal ProcessAddresses rising client expectations, enables advisors to evaluate and communicate tax implications without leaving the proposal workflowRead more
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Customer story
How Proposals Help Meridian Credit Union Deliver on Its New Corporate StrategyMeridian Credit Union is dedicated to delivering an exceptional experience for both its advisors and its Members. When a new corporate strategy, “Meridian for Good,” was set to launch in the spring of 2023, the team wanted to find a technology partner that could live up to its refined commitments and vision to be an inclusive, transparent, and people-focused financial partner.
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Why PPI Embraces Technology to Give Its Advisors an EdgePPI is dedicated to elevating independent financial advisors to the next level. As a national insurance marketing organization, it offers unparalleled support, tools, and resources to help independent advisors better serve their clients across Canada.
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