WorldPort is an industry-leading suite of tools and services that simplifies access to resources and information for both financial advisors and their clients. Built exclusively for Worldsource advisors and their clients, WorldPort is a web-based platform that delivers the information and tools key to financial planning and success.
Award Winning Technology to Meet Your Needs
WorldPort has been recognized by industry leaders, having won the 'Best New Initiative' and named a finalist for 'Best Use of Technology' at the 2003 Canadian Investment Awards. Worldsource's on-going commitment to deliver innovative solutions, to meet the needs of advisors and their clients, will result in the continued development and enhancement of WorldPort.
Award winning initiatives require innovative thinking. And WorldPort is just that. Overcoming legacy technology, to deliver a real-time financial services platform, provides distinct advantages. WorldPort offers 24 x 7 access to a centralized database ensuring access to the most up-to-date and accurate information at all times.
On-Going Commitment to the Thoughtful Application of Technology
Worldsource Financial Management will continue to build service enhancements for WorldPort. We remain committed to delivering strategies and solutions that benefit independent advisors and in turn add value to the services they provide to their clients.