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Investment Gold has been designed to accommodate the needs of wealth management professionals across North America. As a result, most of our clients find that Investment Gold meets all of their needs with little or no customization. However, Investment Gold has also been designed in such a way that we can customize the product to satisfy any special needs that you may have.

The types of customization that our clients occasionally request include:

 
 
changes to the weighting of criteria in the client scoring system
predefined asset allocation models
new reports (client care, sales, general management)
modifications and extensions to the built-in automation
integration with their web site
 
     
 
 
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