Modern Advisor
Online Financial Advisor
Project overview
Modern Advisor is Online Financial Advisor. An online platform bringing high quality, low-cost and unbiased investment management to all Canadians. Built with high standards for performance, security, and intuitive user experiences, the platform is engineered to support mission-critical workflows and seamless scale.
What made this project challenging
Meeting strict regulatory compliance with Canadian securities regulators (IIROC/CIPF)
Building automated ETF portfolio rebalancing algorithms that minimize taxable events
Integrating real-time custodian banking APIs for automated fund deposits and withdrawals
Creating an intuitive questionnaire that accurately categorizes investor risk profiles
How we delivered
Built automated robo-advisor portfolio rebalancing engine with algorithmic dividend reinvestment
Engineered dynamic investor onboarding portal featuring interactive retirement projection graphs
Integrated bank-grade REST APIs for automated electronic funds transfer and portfolio tracking
Implemented automated tax-loss harvesting calculations to maximize after-tax client returns
Key outcomes
$500M+ in assets under administration
Full IIROC / Canadian regulatory compliance
Automated daily rebalancing across thousands of accounts
Ranked top digital wealth management platform in Canada
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