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Our Product Features

The powerful AmiPRO platform gives wealth management advisors what they need to successfully include Digital Asset investing in their Canadian practice, maintain regulatory workflow and offer custom services to their clients.

Learning Centre

Knowledge is at the core of the AmiPRO platform. We offer wealth managers modular, interactive and collaborative learning for digital asset investing. As a wealth management advisor, you can quickly gain comfort in the selling process, stored assets, and engagement tactics for clients who invest in Digital Assets. The AmiPRO learning centre also offers comprehensive client, back-office tools and compliance insights specific to your needs.

Your Digital Asset fundamentals start with Blockchain 101, the basics of Digital Asset technologies, comparison blockchains, coin types, and product and risk management. AmiPRO makes technical products easy to understand and follow using industry-leading best practices in learning and technology. AmiPRO also gives you the resources to guide your clients on the risks and opportunities surrounding investing in Digital Assets.

Our learning content focuses on your clients' changing demographics and how to align these clients to future opportunities. AmiPRO helps you explain why Digital Asset management should become part of any diversified portfolio.

News

As this emerging market quickly evolves, ensure you are up-to-date on the latest news in Digital Asset management with content curated by AmiPRO. All the news is available under one umbrella simplifying how you obtain the news you need.

Breaking News
Your source for breaking news and  what’s happening now across the industry.

Digital Asset News
Drill down for news by coin / asset, blockchain and comprehensive industry product news.

Industry and Investment News
View investment, Wealth Management and industry news so you can see what investors are saying about Digital Asset management.

Portfolio Tools

AmiPRO helps you model and manage your clients’ portfolios with a comprehensive set of tools.

Design
Consists of a toolkit to design and simulate performance, including: asset analytics, backtest performance, and portfolio optimization tools. Meet your clients' objectives, and expectations for returns.

Manage
Make informed decisions with a clear view of assets, manage models, re-balance accounts, and adjust strategies as the industry and offering matures.

Evolve 
Continue to grow and evolve modelling and performance tools as new coins, tokens and investment assets enter the market. AmiPRO offers deeper analytics and timing models such as Factor analysis and MonteCarlo to manage different risk models.

Clients

AmiPRO is a single interface to manage all Digital Asset transactions for your clients. It gives you a client management platform that delivers a great client experience. Account management is simple and captures all facets of the client’s portfolio with numerous reporting and data visualization tools. KYC can be integrated to automatically meet requirements and keep accounts up-to-date.

Invest
Buy. sell, and manage all client transactions in AmiPRO. Directly invest in digital coins, securities, and tokens. The platform offers a full range of Digital Asset transaction processing options.

Client Management
Efficiently onboard new and existing clients into your Digital Asset practice. AmiPRO facilitates annual review, KYC, and client tax forms and reports.

Reporting Tools

AmiPRO gives you the reports and data visualization tools to keep you and your clients informed. AmiPRO is the only Digital Asset platform needed to place orders, understand how custody works as well as the different types of reports and performance metrics you’ll need to make good investment choices.

For Advisors
All the standard templates and custom reporting on performance that you will need to be successful.

For Back Office and Management
Comprehensive management reports and performance reports for the firm, assets, teams, and advisors. AmiPRO books and records audit compliance and logs all the required reporting.

For the Firm
View investment performance by advisors, teams, and clients. Break down these investments by geography and assets using a full range of business analytics and intelligence tools.