Investment Gold is quite simply the ultimate client care system for wealth management professionals. The combination of Investment Gold and our firm's professional services provides you with the complete solution that you've been looking for to ensure your success.

The key to becoming a top performer is differentiating your practice from the competition by providing a dramatically superior level of service. Investment Gold empowers you to efficiently deliver an extremely high level of service, making your practice irreplaceable to clients and irresistible to prospects.

Investment Gold also empowers you to transform your practice into a turn-key operation. Developing a turn-key operation allows you to spend more time managing your practice and less time operating your practice. At the same time, a turn-key operation will maximize the market value of your practice.

Released in 1997, Investment Gold is a proven product with a long track record of success and more than 8,000 delighted clients across North America. Investment Gold is available in both U.S. and Canadian versions.