FinTech / Wealth Management
Wealth & Investment Management Platforms
Build digital wealth management platforms for Canadian financial advisors and institutions — from portfolio management and robo-advisory to client portals with full RRSP, TFSA, and RESP support. OSC and IIROC compliant.
What We Deliver
Wealth Management Capabilities
End-to-end digital wealth management solutions for Canadian advisors, discretionary managers, and robo-advisory platforms — with every Canadian registered account type supported out of the box.
Portfolio Management System
Real-time portfolio tracking, performance attribution, and rebalancing tools for Canadian investment advisors — supporting equities, fixed income, ETFs, and alternative assets.
Robo-Advisory Engine
Automated investment advice and portfolio construction based on risk profiling and goals-based planning — aligned with CSA suitability requirements for Canadian investors.
Client Investment Portal
Self-service portal where Canadian investors view holdings, performance charts, tax documents, and communicate securely with their advisor — mobile and desktop ready.
Registered Account Management
Full support for RRSP, TFSA, RESP, RDSP, RRIF, and FHSA — contribution room tracking, over-contribution alerts, T-slip generation, and CRA reporting built in.
Compliance & Suitability
KYC workflows, investment suitability assessments, and trade monitoring built to OSC, IIROC, and MFDA standards — keeping your firm audit-ready at all times.
Fee Billing & Reporting
Automated AUM-based fee calculation, billing, client reporting, and trailer fee management — with full transparency for Canadian clients under CRM2 disclosure requirements.
Our Work
Wealth Management Projects
Portfolio management dashboard
Client investment portal
Robo-advisory risk profiling
TFSA contribution tracker
Advisor performance reportingHow We Work
Our Wealth Platform Delivery Process
From regulatory scoping to advisor training — a delivery process built around the unique complexity of Canadian investment management.
Business & Regulatory Scoping
Define your investment offerings, account types, and regulatory obligations under OSC, IIROC, or MFDA — before any architecture decisions are made.
Platform Architecture
Design the calculation engine, data model, and integration points with custodians, market data providers, and your existing CRM.
Development
Build the portfolio engine, client portal, and advisor tools with Canadian tax rules, registered account logic, and CRM2 reporting embedded.
Market Data Integration
Connect real-time and end-of-day market data feeds for pricing, benchmarking, performance attribution, and daily valuation.
Compliance Review
Validate suitability workflows, KYC processes, and client reporting against current CSA, OSC, and IIROC requirements with your compliance team.
Rollout & Advisor Training
Managed rollout with in-person and virtual advisor training, dedicated onboarding support, and a help desk for the first 90 days.
Why SharpLogic
Why Canadian wealth managers choose us
Canadian securities knowledge
OSC, IIROC, MFDA, and CSA rules are built into every module — compliance is automatic, not a separate checklist your team has to manage.
Registered account expertise
RRSP, TFSA, RESP, RDSP, RRIF, and FHSA rules are fully implemented — contribution tracking, over-contribution alerts, and CRA reporting included.
Advisor-first design
We design tools that advisors actually use daily — because an unloved platform drives shadow IT and compliance risk, not productivity.
Scalable architecture
Our platforms handle millions of positions and thousands of concurrent advisors without performance degradation — built to grow with your firm.
Let's get started
Launch your digital wealth management platform
From robo-advisory to full-service wealth platforms — we build the tools Canadian advisors and investors need, with every regulatory requirement already built in.