Assante Wealth Management

Assante Wealth Management Chooses Box for Cloud Content Management

Retrieved on: 
Wednesday, August 7, 2019

Box, Inc. (NYSE: Box), a leader in cloud content management, today announced that Assante Wealth Management (Canada) Ltd. (Assante), one of Canadas largest wealth management firms, has chosen Box to support its move to incorporate a fully digital business offering.

Key Points: 
  • Box, Inc. (NYSE: Box), a leader in cloud content management, today announced that Assante Wealth Management (Canada) Ltd. (Assante), one of Canadas largest wealth management firms, has chosen Box to support its move to incorporate a fully digital business offering.
  • Founded in 1995, Assante provides a range of wealth management solutions to Canadians, including investment management, financial, estate, tax and insurance planning as well as legacy planning and facilitating charitable giving.
  • With todays announcement, Assante joins more than 95,000 leading organizations globally that have adopted Boxs cloud content management platform to power new ways of working.
  • Assante Wealth Management is one of the largest Canadian professional services firms in wealth management, supporting 850 advisors who oversee approximately $45 billion in assets for 300,000 clients and their families nationwide.