The 360

We saw your enthusiasm for our new AI-based Virtual Assistant tool at last week’s Best Business Practices Roadshows, and we thank you for that! 

As we continue developing the tool to provide an enhanced experience and better serve your needs, your feedback remains essential. 

In preparation for this year’s fee billing, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay this year’s fees until June 30, 2025. After this date, this option will no longer be available.

We would like to inform you that an update has been made to our client electronic signature procedure to prevent potential cases of fraud.

It’s here! Our new cyberincident reporting button is now available on the Advisor Centre:

To enhance the client experience, we’re introducing a small visual update to the login screen of both the Investia Client Portal and mobile app.

Starting Monday, June 23, 2025, our Client Service summer hours will be from 8 a.m. to 5 p.m. ET, Monday through Friday.

As we conclude another successful edition of our Best Business Practices Roadshows, we want to extend our heartfelt thanks to everyone who attended in such impressive numbers this year. Your enthusiasm and participation mean a great deal to us!

It’s finally here! Following last week’s announcement, we are thrilled to launch the Elite Program, an advanced investment management solution designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing you with greater scalability, flexibility and time-saving efficiency.

To continue ensuring that the improvements we make to our service offer provide the most value to you and your clients, we have decided to continue our Advisor Workgroup initiative again this year. We are currently looking for new advisors to join us – if you’re interested, please read the following and feel free to submit your application.

In preparation for this year’s fee billing, the Client Fee Dashboard has now been reactivated. You can use it to identify clients for whom you wish to pay fees this year until June 30, 2025. After this date, this option will no longer be available.