Investment Counsellors and Portfolio Managers

B2B Bank Dealer Services' comprehensive account administration platform is an ideal solution for Investment Counsellors and Portfolio Managers (ICPMs) who want to outsource some or all of their back-office activities in order to focus on investment analysis and portfolio management.

In addition to the comprehensive reporting and online access to account information and trading tools, B2B Bank Dealer Services delivers broker and custodial services to the ICPM community.

To learn more about ICPM services, please contact National Distribution for more details.¹

¹Only offered by B2B Bank Securities Services Inc.