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.

As mentioned in our April 17, 2025, Virtual Water Cooler Chat, we are thrilled to announce the upcoming launch of the Elite Program, a comprehensive investment management program designed to provide clients with enhanced customization, lower fees, and an elevated service offering, while providing advisors with scalability, flexibility and time-saving efficiency.

In preparation for fee billing on June 30, 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.

As shared at last week’s Water Cooler session, we are pleased to announce a strategic change in our Office 365 platform administration. Effective June 1, 2025, we will transition platform support from Calligo to Solulan, a move designed to strengthen the level of service and support provided to your business. Solulan is a nationally recognized IT consulting firm, specializing in integration and the management of technology and cybersecurity systems since 1999. We are excited about the opportunities this change brings. 
 

We would like to remind you that our Virtual Best Business Practices Roadshows will be held from Monday, June 2 to Thursday, June 5, 2025. The event will include 2 hours of live presentations per day, from 1:30 p.m. to 3:30 p.m. (ET). The invitation email was sent to you on Tuesday, May 20.

We are excited to announce the launch of a new nominee estate document transmission tool on the Investia Advisor Centre, which will be accessible from the “Client Search” section of the home page starting Thursday, May 29, 2025:

Below you will find key information about this year’s client fee process, along with new resources and enhancements that are now available to you. Please note that this year, the annual client fee remains at $50 plus applicable taxes.