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  TD BANK TD BANK
TD BANK
      TD Bank Wealth Advisor 2.0 Launch (Canada)
How does one of the world’s largest, most respected banking and investment companies launch a new software platform to replace the outdated
tools used by every portfolio manager, financial planner and advisor in Canada?
First, call EVI.
Then, get ready to POWER UP!
Situation Analysis (Overview)
TD Wealth Management was overdue for a software update. The existing Wealth Advisor tools used to open new investment accounts and manage portfolios were outdated and cumbersome. Inefficiency and
needless repetition limited productivity for every portfolio manager, financial planner and advisor ... and limited profitability for TD Bank.
Management recognized the need
for change, and responded with an intensive software development plan,
a dedicated team, and deep financial support. By December 2012, the new Wealth Advisor 2.0 platform was ready.






















































































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