Wellington-Altus Tech Stack
Canadian investment dealer managing $45B+ in assets for high-net-worth clients
Wellington-Altus is a top-rated Canadian investment dealer (501–1,000 employees, Winnipeg-based) managing $45 billion in assets under administration. The tech stack is heavily Microsoft-centric (Azure, Envestnet, Power BI, Intune) with Bloomberg and legal research tools, indicating a wealth-management operation built on enterprise infrastructure. Active projects span trading platform development, AI-driven client communication, and process improvements around external transfers and discretionary trading—paired with hiring acceleration in finance and ops roles—suggesting investment in both product modernization and operational scaling to handle compliance and trade execution complexity.
Tech Stack 38 technologies
What Wellington-Altus Is Building
◆Challenges
- Client experience
- Minimizing transaction errors
- Scalable hr operations
- Managing closing fees
- Trade discrepancies
- Trade execution issues
- Improving compliance system efficiency
- Streamlining operations
- Reducing inquiry volume
- Improving external transfer workflow
▲Active Projects
- Ai-driven initiatives to streamline awpg operations
- Build out and enhancement of the wellington-altus trading platform
- Analytics and reporting
- Platinum private portfolio product offering
- Operational guides for discretionary trading
- Process improvement for external transfer workflow
- Ai-driven client communication platform
- Client appreciation events and seminars
- Social media campaigns for advisor recruitment
- Transition and integration of new advisors