Tools and technology

Our services are built around leading-edge technology designed to improve your productivity and bottom line by providing you with the sophisticated business tools you need to run your business.

Technology Partnership

Our long-standing working relationship with Dataphile, our technology partner, enables us to provide fully integrated front- and back-office applications.

Dataphile’s revolutionary suite of products gives firms a distinct competitive advantage and proven dependability – 3,000 industry users rely on it daily to help them work more efficiently.

Key Features

Real-time transaction processing
Cash/margin balanced real time
Real time margining using last night’s pricing
Real time foreign exchange calculations
Unlimited transaction history
Maintenance of cost/book value on registered & non-registered accounts
Error detection – data is verified on-line against the database
Multi currency – CAD/US dollar/Pound sterling/Euro
Flexible commission structure
Average pricing to a decimal level of five
Flexible reporting

The Dataphile application provides three key back-office modules:

Execlear – a real-time back-office processing engine
ProPhile Desktop – a Windows-based front-office system consisting of two modules:
Account Management System (AMS) provides an integrated view of client data
Portfolio Reporting System (PRS) is an extension of AMS for analyzing accounts by investment criteria.
Order Management System (OMS) – an on-line, real-time trading system

Execlear

Execlear’s back-office application provides users with:

Account opening and maintenance
Security master viewing
Cheque writing and approvals
Internet access set up
Journal screens
Full online inquiry package

ProPhile Desktop

ProPhile Desktop is comprised of two components, Account Management System and the Portfolio Reporting System.
Account Management System is a windows-based inquiry package designed specifically for the retail advisor to provide:

Account activity
Advanced list feature
Cheque request capability
Account opening wizard – produces professional document packages

Portfolio Reporting System is an online, real-time portfolio system that, unlike other systems, does not require nightly downloads. It provides:

Client portfolio holdings
Portfolio reporting
Asset allocation information

Order Management System

Order Management System is an on-line, real-time trading system linked to all Canadian exchanges and a large number of U.S. trade execution systems. It provides:

Buy / sell screens for equities
Buy /sell / switch screens for mutual funds
Order book
OMS reporting
Options execution

Our correspondent brokerage services are conveniently accessed through a web-based portal that provides a single point of entry to Canaccord Genuity’s extensive retail products and services.

Research

Through our web portal, users get access to proprietary daily Canadian, US and international research and market reports by Canaccord Genuity's top-ranked research team covering a wide range of sectors.

Morning Coffee
Momentum Trends
Ear On The Street
U.S. Research Notes
Analysts In The News
Capital Markets Review

Investments

GIC offerings
Foreign exchange rates
Bond comparisons
New issues
Corporate actions databases

Fixed Income

Direct access to Canaccord Genuity’s bond desk for up-to-date information on new issues, specials and other trading ideas, as well as Canaccord Genuity's fixed income inventory. Canaccord Genuity’s Fixed Income Group offers a comprehensive set of retail based products:

Money market instruments: T-bills, bankers’ acceptance, commercial paper and short-term strip bonds
Bonds: federal, provincial or municipal government, corporate and MBS's
Strips: federal, provincial and corporate
High yield investments: BBB credit rating or less
Structured products: equity-linked notes, step-up bonds and accrual notes
Foreign currency bonds: U.S. dollars and Euro