The 360

As discussed during our Best Business Practices Roadshow presentation on June 2, where we explored strategies to enhance your business with simplicity, efficiency and governance, we are pleased to introduce a new document detailing Investia’s Microsoft O365 offering and Solulan’s services. 

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.

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.