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About PWM Capital

Strategic Partners

Arton Capital

Arton Capital Immigrant Investor Programs for Canada, Quebec, Bulgaria, UKArton Capital is an Investment Advisory Firm specialized in Immigrant Investor Programs. The firm is recognized as an International Financial Centre (CFI) from the Ministry of Finance of Quebec and it’s dispensed from registration with the Autorité des Marchés Financiers (AMF). Arton Capital is operated by senior industry executives and provides advice to high net worth investors and government agencies through their offices in Montreal, Paris, Dubai, Hong Kong and Beijing.

Trough our exclusive agency agreement we are able to offer the advisory services of Arton Capital and it’s extended network of partners:

  • Immigration Law Specialists from Canada’s leading firms can offer expert counsel on all matters of immigration.
  • Tax and Accounting Experts are drawn from leading international firms based on their global experience and expertise.
  • When it comes to International Banking, Arton Capital collaborates and delegates with the best financial service providers. With operations in all provinces in Canada and in many countries around the world, Canada’s major chartered banks have the highest capital strength ratios among international banks.  These trusted financial partners guarantee your security and provide unparalleled service.

And whether your additional needs include insurance, real estate, commercial law, business brokerage, education, or social and health services, Arton Capital is pleased to connect you with our global network of qualified professionals.

For more detailed information on Arton Capital please visit www.artoncapital.com.

 

Penson Financial Services Canada Inc.

Pension Financial Services CanadaPenson Financial Services Canada is PWM Capital’s Carrying Broker and provides a wide range of services including; custody of our clients assets, handling of their cash, executing trades on their behalf, financing our clients activities, providing foreign exchange services and offering syndicated new offerings to us for our clients.

Penson is a leader in the innovative use of technology, advanced automation and superior client service.

Additionally Penson provides trading and product solutions to a wide range of financial firms in Canada and abroad.

Click here for an article on Penson Worldwide (pdf)

 

Ndex SYSTEMS INC.

Ndex SystemsNdex provides a flexible solution to managing client’s affairs. Advisors can produce a myriad of reports for their clients and use Ndex to conduct trades on their behalf. Ndex also allows clients on-line access to their accounts.

Fully AIMR compliant, the Ndex solution was designed to support the entire wealth management chain for retail and institutional portfolio management and rendering the entire advisory channel electronic from opening an account to placing a trade. If you wish to expand your current activities as a full service broker to add other business lines such as mutual funds dealerships or online brokerage, all additional functions are ready to be turned on. This is made possible by Ndex’s new approach of integrating back-office to front-office technology.

Simple to use, set up and maintain, configuration and training are minimal and back office connectivity transparent.Ndex systems have been in business since 1999, devoted to the development of intelligent software for the financial services industry. We provide state of the art products that are used by financial institutions and advisors to improve their productivity and grow their business.

 

Nexa Technologies

Nexa   TechnologiesNexa provides live streaming stock quotations to our advisors.

Founded in 1999 with the goal of developing a powerful suite of trading solutions that could trade in any currency, any language and any market, Nexa Technologies, Inc., provides a complete line of online brokerage solutions. Products include direct access trading applications, browser-based trading, back-office order management systems, market data feeds, historical data, and FIX execution services.

Nexa has over 100,000 active retail and professional users throughout North America and Europe. The company manages up to 200,000 transactions per day and hosts more than 500,000 customer accounts globally.

 

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