Northern River Financial is proud to be affiliated with the best in the business. For insurance products, we are contracted with Bridgeforce. This offers us access to the best insurers across the country to ensure that our clients always receive the best products and pricing available. Bridgeforce is one of the largest Canadian owned and operated MGAs.
With more than 180 years of combined experience, it is redefining an industry. It is this solid foundation of our local, personal relationships from Eastern to Central Canada that makes Bridgeforce able to connect and deliver. We have a wide portfolio of insurance suppliers so Northern River Financial advisors can take proper care of their clients’ needs. As an industry wide respected MGA, we are the bridge between advisors and suppliers. It is our commitment to extract the best service from our suppliers, our staff and ourselves which keeps these links strong.
With over 20 years of experience, knowledge and expertise, GroupQuest offers full back office support and service to Northern River Financial in all aspects of group benefits giving us the opportunity to stay focused and knowledgeable in front of our prospects and clients. We have confidence in being part of something bigger – a team that can be relied on for their commitment, support and encouragement.
Leveraging their size with our large block of business with over 14 insurance carriers in Canada, GroupQuest quotes on our behalf as well as analyze and negotiate renewals to ensure the best outcome for Northern River Financial and our clients. Their ready to present reports gives us a competitive edge with more knowledge, expertise and confidence allowing us to flourish and excel in the group benefits industry. The insurance companies, with whom we are partnered, are amongst the top carriers in Canada. We are proud to be associated with these companies who provide exceptional service and competitive pricing.
We live is a world where more Canadians need financial advice more than any other time in history. Advisors need new ways to connect with, and add value, to clients remotely more than ever before. Our chosen client management database, Equisoft/Connect, allows us to manage meaningful client relationships, not just data. It is a powerful CRM software designed to help Northern River Financial and our enterprises spend less time maintaining data and more time engaging with our clients.
Equisoft/connect is a web-based CRM software with a Canadian cloud based datacentre designed specifically for us to optimize our business practice. It auto-integrates Northern River Financial business relationships into our CRM by seamlessly pulling our client data from over our vast gateway network of back offices. More often these days we need to move to a more virtual online business model which eases our ability to engage clients locally or remotely. It also allows us to maintain a leading edge technological platform and adhere to all regulatory compliance requirements.
The Razor is a leading edge Canadian financial planning software program, developed by Razor Logics Systems, specifically used by Northern River Financial. It takes minimal time to complete and is centered on engaging our clients through meaningful discussions and life needs analysis.
In addition to the core analysis, The Razor also includes a library of modern concepts and calculators. It only requires key information from our clients and, using its innovative algorithms, runs intuitive calculations on our behalf. This method allows Northern River Financial to quickly analyze our client’s financial life and risk management needs while helping them understand our the importance of our recommendations.
Nest Wealth Pro is a digital wealth solution that provides the clients of Northern River Financial access to low cost customized ETF portfolios with a paperless digital onboarding process. It increase our ability for clients and other investors looking to take advantage of a low-cost digital solution. It saves our time and effort by leveraging detailed and leading edge technology allowing us the take control of the solutions we offer our clients and in working with an independent partner that prioritizes the success of our clients over external big company interests.
Nest Wealth Pro reduces our operational costs and risks. It significantly reduces errors, account opening times, and operational costs. It allows Northern River Financial to increase our advisor and staff’s efficiency by giving them the tools they need to save time on administrative work so we can spend more time building relationships with our clients. It improves our client engagement and experience by giving our clients all of the information they need in one easy-to-use, modern portal.
We have been looking for a Canadian cloud-based Content Management System (CMS) for a long time. When we discovered The Success Plan not only had we found an advisor-built CMS but also a solution that allow us to engage our clients with their financial life plans in virtually online. Northern River Financial now has a state of the art tool for the evolving world of virtual client engagement and management.
The Success Plan is a cloud based simple to financial life planning tool that keeps your life organized and your entire financial life in sync. Building a plan is simple at The Success Plan. The education and tools helps people quickly identify areas that will save them money ensuring they are maximizing money in every area of their financial life. By working virtually with your Northern River Financial advisor, you have full control of your financial life allows you to live stress free and enjoy life to the fullest.
Glidepath Portfolio Services Inc. is an Investment Counsel and Portfolio Management firm (ICPM) dedicated to serving Northern River Financial and our clients with goal based, separately managed ETF portfolios. Our Financial Life Planning process works together with their portfolio management and technology professionals on their Portfolio GPS ™ platform to serve our client’s individual needs.
Their process starts with Northern River Financial working with you to define your specific goal based objectives and your unique time, budget, and probability preferences. Glidepath implements your goals based investment plan with your own discretionary Portfolio Manager who manages and monitors your ETF portfolios within your unique settings and constraints. Their Portfolio GPS ™ system supports automated daily monitoring and optimized delivery of your custom ETF portfolio solutions for specific goal objectives in separately managed accounts.
Northern River Financial identified that entrepreneurs with small to medium sized businesses are sometimes underserved in the health benefits industry. Northern River Financial is always on the lookout for the best products for our clients.
Let’s face it, traditional health benefit plans are not always the best fit for our self-employed, medium and small business clients and prospects. So we decided to help small and medium size business owners retain valuable staff and benefit from tax savings by partnering with Blendable. With a Blendable health spending account, we can now customize a benefits plan to suit any business.
Northern River Financial has engaged MailChimp to enhance and optimize our client communication strategies. Its enterprise-level automation workflows allow us to provide timely and relevant information to our clients. It triggers welcome emails, provides recommendations based on client data, and personalizes our communication protocol based on our clients’ interests.
MailChimp is integrated with our CRM platform to increase the impact of your client service communication model. Its allows us to send tailored and relevant emails to our clients based on their prescribed interests, behavior, and preferences. Its preset segmentation allows Northern River Financial to target our communication based on location and engagement data that is passed to client accounts through a pre-built integration and custom API connection. Its data-driven tools help us to send more effective emails utilizing optimal times suitable to clients.