They said

" Three years ago, after a time management class, we were looking for a software that would allow us to apply the lessons learned. Kronos Finance then appeared as the unexpected solution to our needs. Using a brilliant design and constantly evolving, the software enables us to maximize our time and to meet the many compliance requirements. "

- Jean-Pierre Gauvreau
Services Financiers
Gauvreau Ouimet et Associés Inc.

" Kronos Finance is more than just a database. It allows segmentation of our clients, control of our assets and also gives us autonomy in our connections with the clients. As we have many insurance files to manage, the system provides us with a better follow-up, starting from the PO up to the commission payment. Important note: we were operational from day one with Kronos Finance as all data from our old systems had been transferred by the Kronos team. "

- Réal J. Parent
Cabinet Financier Contact Inc.

Bridges with firms

By adding Kronos Finance to their Back Office, financial firms enable Kronos Finance users to automatically update their clients’ investment and insurance data within Kronos Finance.

List of available bridges:

  • Mica Capital (client data, segregated and mutual funds, insurance)
  • Multicourtage Capital (client data, segregated and mutual funds, insurance)
  • Investissements Excel (client data, segregated and mutual funds)
  • Investia (client data, mutual funds)
  • CMA (client data, segregated funds, insurance, revenue, tasks, paramedic follow-ups)
  • Promutuel (client data, segregated and mutual funds)
  • Groupe Cloutier (client data, segregated and mutual funds)
  • BBA (client data, insurance)
  • Lafond (client data, insurance)
  • Industrielle Alliance (client data, segregated funds, insurance, GICs)
  • Pro Vie (client data, insurance)
  • AFL (client data, insurance)

Read more about gateways in Kronos Finance.


Management tools

Links with other software or other independent management tools are available in order to automatically feed the database:

Univeris

Transfers information from Univeris to Kronos Finance, including your clients’ non-financial data as well as all transactional FundSERV files, reconciliation and product prices.

Winfund / W.Connect

Transfers information from Winfund to Kronos Finance. Useful for correcting an imbalanced account or to balance the overall portfolio.