Investment Counsel Portfolio Managers

• Client Onboarding

  Paperless experience that allows clients to complete the entire process from the comfort of their home. The process is built with support in mind, Portfolio Manager or firm support staff are granted chaperon access to assist clients if required.

• Client Onboarding API

  Have an API ready front end? Pinnacle offers digital front end integration for API client onboarding.

• Digital Signatures

  Using DocuSign, clients and PM firm staff are able to execute custodial documentation, investment management agreement and receive online access to their account through a streamlined signing event.

• New Issue Access

  Subscribe to a wide range of new issues offered by Canaccord Genuity Capital Markets, digital subscription services to Private Placements replaces cumbersome paperwork.

• Financial Information eXchange (FIX)

  Pinnacle offers FIX protocol trade interface with access to Canaccord Genuity Capital Markets suite of algos and subject matter expertise.

• Canaccord Genuity Research

  Access to Canaccord Genuity Research