Toronto, Canada – June 13, 2006: AGF Trust Company today announced additional Advisor web query capability which provides for full comprehensive sales summary and account level data for all agent based account activity administered by AGF’s suite of financial services, complimenting the existing query capability provided by AGF.
“Capitalizing on our existing real-time messaging infrastructure jointly developed by AGF and Strategic Information Technology (SIT), the software supplier of Portfolio Plus, we have married the data from Portfolio Plus to our existing Advisor web offering at AGFAdvisor.com. Through AGFAdvisor.com we can now provide our advisors full query capability on their portfolios not only at the detail client level, but also summary level data of each advisor’s sales and assets monthly, month-to-date and year-to-date within seconds” said John Bennett, Executive Vice President, AGF Trust Company, a subsidiary of AGF Management Limited. “By providing real-time access to this level of data we have provided our advisor community with very powerful client relationship management and sales tools that support our common business goals and further entice our ever expanding advisor community to utilize our unique product line. The advantage of providing this tool was reflected in our recent RRSP Loan season where an average of 1000 daily “hits” on the database were experienced”.
AGF Trust continues to capitalize on its strategic relationship with SIT and its comprehensive suite of products. Since the introduction of SIT’s Portfolio Plus in 2001 AGF Trust’s advisor base has risen dramatically and its assets under administration are reaching $2 billion. “We look forward to enhancing our solutions to advisors and brokers through comprehensive utilization of the Portfolio Plus suite of applications,” said Mr. Bennett.
“When you combine the solid relationship we have with AGF Trust, and Portfolio Plus banking software you can achieve outstanding results. AGF Trust’s growth and success in the past five years is indisputable” says G. Robert Leeming, president of Strategic Information Technology (SIT) Ltd. “I'd like to congratulate the teams from AGF Trust and SIT on a job well done.”
AGF Trust Company, a subsidiary of AGF Management Limited, offers financial advisors and investors a range of products and services, including RSP loans, investment loans and GICs.
AGF is one of Canada's premier mutual fund and wealth management companies with offices across Canada and subsidiaries around the world. With more than $33 billion in total assets under management, AGF serves 1.2 million investors through a broad range of award-winning funds and investment products.
SIT, formed in 1988, develops and markets Portfolio Plus, an extensible banking system that enables customers to plug-in new functionality as required. This is accomplished via SIT's unique Plug-In BankingTM architecture and a Financial Services BusTM that extends Portfolio Plus functionality to other corporate applications. SIT's banking software enables banks and non-banks to offer web banking, loans, loan securitization, investments, term deposits, wealth management, retail, ATM/POS switch interfaces for debit/credit or loyalty products, leasing, Equifax and Trans Union credit bureau interfaces, registered investment products, and much more. Portfolio Plus can also be tailored, on request, to meet specific customer requirements.
SIT can be reached at (http://www.stratinfotech.com) or by phone at 905-640-0808.
Portfolio Plus, Plug-In Banking and Financial Services Bus are trademarks or registered trademarks of SIT in the U.S., Canada and other countries. Any other trademarks or service marks contained herein are the property of their respective owners.
For more information:
Strategic Information Technology
Telephone: 905-640-0808 x452
Questions? We have answers.
This page was created or refreshed on February 20, 2019 @ 10:20:44
by Strategic Information Technology (SIT) Ltd., Stouffville, Ontario, Canada
You're here to learn about: AGF Trust Adds Additional Web Query Functionality