OASIS
The Electronic Investment Management Solution
If you've ever said to yourself, 'Being a Financial Advisor would be the best job in the world if I didn't have all these time-stealing jobs to do', then OASIS is the answer you've been waiting for. OASIS is Canada's first Electronic Investment Management Process.
Whether it's compliance, sales or administrative, why work on tasks you don't like doing if they can be automated? Continue doing the work you enjoy, and let OASIS handle the rest.
OASIS 2.0
An Advanced Stop-Loss Technology System
Protect wealth with a simple, effective, proven technique.
O2 is advanced stop-loss technology designed to eliminate large, catastrophic losses in investment accounts. Based on standard stop loss strategy theory, O2 is a major technological leap forward.
Compliance Net
Database Driven Compliance Team
Is your trade blotter keeping you awake at night?
What if I told you Compliance Net will protect your firm and your firm's advisors from improper supervision and unsuitable investment fines and lawsuits better than they are being protected today?
What if I also told you, regardless of your firm's size of current profit margins, I could make the solution affordable?
The complaint process has "never been as accessible, inexpensive and expeditious for clients," - Ellen Bessner, Gowling Lafleur Henderson
PureLogix Corp. in the news...
Compliance Outlook [Advisors Edge] - April 2008
Compliance Outlook [Advisors Edge] - January, 2008
Special emphasis on service paying off for Monarch [Investment Executive] Nov 12, 2007 - A short commentary on MAPS, a white labeled version of OASIS and Compliance Net.
Artful advice [Advisor's Edge Report] October 2006 - If you belive the premise that compliance starts with the advisor, then it's the firm's duty to ensure that advisor has the tools necessary to help clients understand what they're getting themselves into.
Compliance in the news...
Trends in court decisions are moving in favour of the client Advisors more likely to be on the firing line [Investment Executive]