Summary

Automation across every role in the brokerage

Advocis Broker Services Inc. is owned by Advocis, The Financial Advisors Association of Canada, which represents more than 7,500 member clients across 39 chapters. As its client base grew, the proprietary back-office program it had built could no longer keep up, and new business took longer and longer to process.

Advocis chose Applied Epic for its open, scalable architecture. Applied Epic gives the brokerage a single view of each client across lines of business, roles, and locations, from accounting and customer management to sales and marketing. Brokers work from the same up-to-date client record, which gives them time back to focus on risk advice and building client relationships.