Carte Marketing: We are helping advisors grow their business and establish their brand. From creating their website, industry content, creating promotions to doing social media posting for them and getting the best software out there to maximize client outreach, personalize prospects’ follow-ups and building a healthy client database. We are also bringing in the best up-to-date training to help the best advisors become ultimate, this is what we call Carte Marketing.

Carte Up: Carte Up is our online financial blog for advisors, it will help you to stay on top of industry trends, news, and much more. Constant knowledge is a key factor if you want to be relevant to your clients and build a stainable referral based business.

  • Domain & Hosting

  • Website

  • Ultimate Website

  • www.askanyname.ca

  • www.anyname.ca

  • Financial Calculators

  • Detailed Traffic Reports

  • Discovery Session

  • Mobile Friendly

  • Photography Session

  • SSL ( Secure Sockets Layer )

  • Buy Now Access

  • Client Portal Log-in

  • Animated Explainer Video

  • Blog Post + Graphics

  • Podcast

  • Automated Social Media Posting

  • Back Office System

  • Office 365 Email

  • Carte Online Access

  • Access to VirtGate

  • Carte Core Advisor

  • Carte Core Assistant

  • Carte Links

SAVE 65%

ULTIMATE

Investment Package

We set you up for success,
while you grow your business.

At Carte, we understand it’s important to build sustainable client relationships, and we support this by focusing on innovative solutions. We have developed an advanced platform that contains all the tools needed to help you simplify your practice and achieve maximum performance as an independent advisor.

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WebsiteCompliance Approved ContentTechnology

Domain & Hosting: Domain name is the address of your website that people type in the browser’s URL bar to visit your website. Web hosting is the place where all the files of your website live. Think of it like the home where your website lives.


Advisor's Website: Aimed to help you build your online presence, build trust and connect with prospects, inspire clients and a place for clients to check their investments. It’s a website built with all the compliance-free elements that is focused on the 360 process discovery protocol, lead generation strategy tools with industry journalists’ blog posts. Here’s what it looks like.


Ultimate Advisor's Website: It includes all of the Advisor Website features plus a premium layout design look and feel, a discovery session with our Creative Lead to explore your website’s potential and content you may already have, an animated explainer video showcasing the power of the 360 process and our monthly blog posts directly uploaded to your social media channels. Here’s what it looks like.


Domain Name: Why “ask[anyname].ca” you wonder? After years of meeting clients, it became obvious and natural to refer people looking for financial advice to AskTom.ca, for example, and, so, it serves as a memorable marketing tool; therefore, you can choose the second part of your domain name, for example, www.askTom.ca or www.askJane.ca.


Domain Name: You can choose your entire domain name, for example, www.Tom.ca or www.Jane.ca, given the domain name you choose is not already taken.


Financial Calculator: When looking at investments, and insurance needs, for example, we get your website ready so that clients can quickly get rates and assess their financial timelines. These financial calculators are a great tool to drive traffic to your website. Carte Wealth Management Inc. and Carte Risk Management Inc. are excited to provide you with new financial calculators to help you build your business and provide you with the tools you need to service your clients.


Detailed Traffic Reports: Daily, weekly and monthly numbers of website visitors, unique visitors, visitor summary and actions, like where people are clicking on your website.


Discovery Session: As a seasoned advisor, you may already have amazing content to be hosted on your website. You will meet with our Creative Lead to talk about all options and suggestions, to get your media onboard.


Mobile Friendly: Your website will display correctly on hand-held devices such as smartphones, iPhones, iPads, and tablets. It also has these features: Responsive Page Display, Readable Fonts, Proper Text Formatting & Optimized Media Display.


Photography Session: Four times a year we set up a space to get your portrait shots, to give you brand presence on your website as well as on social media. Please go to www.CarteConnect.com and check our calendar for dates.


SSL: “Secure Sockets Layer” is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private and integral.


Buy Now Access: A “Buy Now” referral button will be placed on your website; consumers can complete a needs analysis, access product information, obtain a quote and complete an online application.


Client Portal Log-in: Carte’s client portal, MyPortfolio will provide your clients with access to their most recent statements, a daily update on their investments, and secure exchange of financial information. Your clients can access their account information by visiting your website.


Animated Explainer Video: This video explains the benefits of going through the 360 discovery protocol, so that your client can see the full potential of meeting with you. While a prospect may think you are only looking to sell a product, this will help them understand that Carte’s approach is different and unique.

Carte Stages is our online financial blog that helps you to stay on top of finances and everything around it; we have filtered and produced only the most relevant pieces for every life stages while keeping it fun and creative and easy to share with your clients.


Blog Post + Graphics: A monthly blog publication written by industry journalists aimed to inspire prospects and clients in making better informed decisions when it comes to financing planning, investments and more. It’s been branded with key suggestive graphical elements to help your clients visualize themselves in every scenario.


Podcast: Our monthly blogs are also produced by voice-over talent to ensure those on-the-go clients, get the best advice and input, before they make a move.


Automated Social Media Posting: Our monthly blog publications will be automatically pushed/posted for you, directly to your social media streams, like Facebook, LinkedIn, and Twitter. This will help you stay digitally active, while you appear as the expert in your network.

Back Office System: VieFUND is the back-office system used at Carte for mutual fund and segregated fund client and account tracking, client documents, trading, commissions, reporting, and compliance.


Officer 365 Email: Microsoft Office 365 (often called Microsoft 365 or Office 365) is a Web-based version of Microsoft’s Office suite of enterprise-grade productivity applications…365 users have the option of accessing the applications in Microsoft Office 2010 Professional. Many Office 365 plans also include the desktop version of the latest Office applications, which users can install across multiple computers and devices. The fully installed applications include Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access.


Carte Online Access: Carte Online is a cloud-based back-office support platform built by advisors for advisors. As a Carte Partner, you can access all the tools needed to run your business.

Carte Online holds the most commonly used documents, contracts and paperwork that you need on-the-go. There’s also a directory to help you find Mutual Funds Wholesalers by Region, all current Supplier Promotions and news, keep up with the latest trends in training, rules, and regulations and access a powerful toolbox built with the best online calculators, illustration software, rates/quotes/insurance quotes.

You can also sign-in to all the other platforms like VieFUND, VirtGate, FundSERV, Carte Links and Carte Core. In an effort to help advisors grow we also included some fun features, like, the ability to connect and chat with other advisors while they are in the platform and get technical support as well.


Access to VirtGate: VirtGate is the back-office system used at Carte for life insurance client and policy tracking, new business follow-ups and outstanding requirements, commissions, reporting, compliance and advisor tracking including advisor documents, contracts & codes, license and E&O tracking and compensation information.


Carte Core Advisor:

Simple, compliant and mobile! Carte Core is a web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance! Carte Core benefits advisors at every age and stage of their career and allows advisors to have a centralized database, to be able to bring together all the information from VieFund and VirtGate into one platform.


Carte Core Assistant: Includes all the Carte Core Advisor features.


Carte Links:

Carte Links is a one-stop content management platform. Our platform enables you to send secure and personalized content for each and every client, deepening relationships and growing your book of business. Easily send out regulatory and marketing content including videos, sell sheets, presentations, articles and infographics that render perfectly on all devices. It also works with forms and fulfilment.

Website

Domain & Hosting: Domain name is the address of your website that people type in the browser’s URL bar to visit your website. Web hosting is the place where all the files of your website live. Think of it like the home where your website lives.


Advisor's Website: Aimed to help you build your online presence, build trust and connect with prospects, inspire clients and a place for clients to check their investments. It’s a website built with all the compliance-free elements that is focused on the 360 process discovery protocol, lead generation strategy tools with industry journalists’ blog posts. Here’s what it looks like.


Ultimate Advisor's Website: It includes all of the Advisor Website features plus a premium layout design look and feel, a discovery session with our Creative Lead to explore your website’s potential and content you may already have, an animated explainer video showcasing the power of the 360 process and our monthly blog posts directly uploaded to your social media channels. Here’s what it looks like.


Domain Name: Why “ask[anyname].ca” you wonder? After years of meeting clients, it became obvious and natural to refer people looking for financial advice to AskTom.ca, for example, and, so, it serves as a memorable marketing tool; therefore, you can choose the second part of your domain name, for example, www.askTom.ca or www.askJane.ca.


Domain Name: You can choose your entire domain name, for example, www.Tom.ca or www.Jane.ca, given the domain name you choose is not already taken.


Financial Calculator: When looking at investments, and insurance needs, for example, we get your website ready so that clients can quickly get rates and assess their financial timelines. These financial calculators are a great tool to drive traffic to your website. Carte Wealth Management Inc. and Carte Risk Management Inc. are excited to provide you with new financial calculators to help you build your business and provide you with the tools you need to service your clients.


Detailed Traffic Reports: Daily, weekly and monthly numbers of website visitors, unique visitors, visitor summary and actions, like where people are clicking on your website.


Discovery Session: As a seasoned advisor, you may already have amazing content to be hosted on your website. You will meet with our Creative Lead to talk about all options and suggestions, to get your media onboard.


Mobile Friendly: Your website will display correctly on hand-held devices such as smartphones, iPhones, iPads, and tablets. It also has these features: Responsive Page Display, Readable Fonts, Proper Text Formatting & Optimized Media Display.


Photography Session: Four times a year we set up a space to get your portrait shots, to give you brand presence on your website as well as on social media. Please go to www.CarteConnect.com and check our calendar for dates.


SSL: “Secure Sockets Layer” is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private and integral.


Buy Now Access: A “Buy Now” referral button will be placed on your website; consumers can complete a needs analysis, access product information, obtain a quote and complete an online application.


Client Portal Log-in: Carte’s client portal, MyPortfolio will provide your clients with access to their most recent statements, a daily update on their investments, and secure exchange of financial information. Your clients can access their account information by visiting your website.

Compliance Approved Content

Carte Stages is our online financial blog that helps you to stay on top of finances and everything around it; we have filtered and produced only the most relevant pieces for every life stages while keeping it fun and creative and easy to share with your clients.


Blog Post + Graphics: A monthly blog publication written by industry journalists aimed to inspire prospects and clients in making better informed decisions when it comes to financing planning, investments and more. It’s been branded with key suggestive graphical elements to help your clients visualize themselves in every scenario.


Podcast: Our monthly blogs are also produced by voice-over talent to ensure those on-the-go clients, get the best advice and input, before they make a move.


Animated Explainer Video: This video explains the benefits of going through the 360 discovery protocol, so that your client can see the full potential of meeting with you. While a prospect may think you are only looking to sell a product, this will help them understand that Carte’s approach is different and unique.


Automated Social Media Posting: Our monthly blog publications will be automatically pushed/posted for you, directly to your social media streams, like Facebook, LinkedIn, and Twitter. This will help you stay digitally active, while you appear as the expert in your network.

Technology

Back Office System: VieFUND is the back-office system used at Carte for mutual fund and segregated fund client and account tracking, client documents, trading, commissions, reporting, and compliance.


Officer 365 Email: Microsoft Office 365 (often called Microsoft 365 or Office 365) is a Web-based version of Microsoft’s Office suite of enterprise-grade productivity applications…365 users have the option of accessing the applications in Microsoft Office 2010 Professional. Many Office 365 plans also include the desktop version of the latest Office applications, which users can install across multiple computers and devices. The fully installed applications include Word, Excel, PowerPoint, OneNote, Outlook, Publisher, and Access.


Carte Online Access: Carte Online is a cloud-based back-office support platform built by advisors for advisors. As a Carte Partner, you can access all the tools needed to run your business.

Carte Online holds the most commonly used documents, contracts and paperwork that you need on-the-go. There’s also a directory to help you find Mutual Funds Wholesalers by Region, all current Supplier Promotions and news, keep up with the latest trends in training, rules, and regulations and access a powerful toolbox built with the best online calculators, illustration software, rates/quotes/insurance quotes.

You can also sign-in to all the other platforms like VieFUND, VirtGate, FundSERV, Carte Links and Carte Core. In an effort to help advisors grow we also included some fun features, like, the ability to connect and chat with other advisors while they are in the platform and get technical support as well.


Access to VirtGate: VirtGate is the back-office system used at Carte for life insurance client and policy tracking, new business follow-ups and outstanding requirements, commissions, reporting, compliance and advisor tracking including advisor documents, contracts & codes, license and E&O tracking and compensation information.


Carte Core Advisor:

Simple, compliant and mobile! Carte Core is a web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance! Carte Core benefits advisors at every age and stage of their career and allows advisors to have a centralized database, to be able to bring together all the information from VieFund and VirtGate into one platform.


Carte Core Assistant: Includes all the Carte Core Advisor features.


Carte Links:

Carte Links is a one-stop content management platform. Our platform enables you to send secure and personalized content for each and every client, deepening relationships and growing your book of business. Easily send out regulatory and marketing content including videos, sell sheets, presentations, articles and infographics that render perfectly on all devices. It also works with forms and fulfilment.