3Macs will use software from Fidelity Clearing Canada to manage its accounts.
The company hopes it will improve its operations by providing new tools to its advisors. It’s part of a growth strategy 3Macs announced last April. The strategy focuses on improving client experience by adopting new technology and service models.
Fidelity Clearing will provide 3Macs with a new brokerage platform and service model providing trade execution, clearing and custody of all investments and automated corporate actions and online account opening.