www.ideaca.com/
Ideaca's Wealth Management Dashboards are customizable, role-based dashboards and reports for financial advisors / administrators, regional managers and executive management teams. Designed to consolidate client information and quickly highlight irregularities or opportunities, our advisor dashboards eliminate the need for advisors to analyze streams of reports, allowing them to spend more time in front of their clients with an informed opinion of their portfolios.

Ideaca has offices in Toronto, Kitchener, Calgary, Edmonton, Vancouver and the USA. Go to www.ideaca.com/ for more information about Ideaca and our services.