Signator Investors Inc.
A subsidiary of Manulife Financial
Year founded: 1968
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | Facebook | ||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Albridge Wealth Reporting (Albridge, an affiliate of Pershing) AllData Advisor (Morningstar) ByAllAccounts Inc. CashEdge (Fiserv) eMoney 360 (eMoney Advisor) Envestnet |
||
| Compliance software | RegEd Smarsh Built in house/Proprietary Account Center |
||
| CRM | Advisor Assistant (Client Marketing Systems Inc.) Ebix CRM Smartoffice (Ebix) Redtail CRM (Redtail Technology) Salesforce CRM (Salesforce.com) SmartOffice (Ebix) |
||
| Document management | Docupace ePacs (Docupace Technologies Inc.) | ||
| Financial planning | eMoney360 (eMoney Advisor) MoneyGuidePro (PIEtech Inc.) Morningstar Advisor Workstation (Morningstar Inc.) NaviPro Planning Suite (Advicent, formerly Zywave) |
||
| Portfolio management | Albridge Wealth Reporting (Albridge, and affiliate of Pershing) Envestnet (Envestnet) |
||
| Portfolio rebalancing | — | ||
| Robo-advice | |||
| Offers robo-advisory platform? | Y | ||
| If not, when plans to offer a robo-platform | — | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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