Assante Wealth Management – Vancouver Centre provides comprehensive financial planning services, focusing on investment management, estate planning, and tax strategies to help clients achieve long-term financial security and wealth growth.
The Danielson Group was looking to standardise some of their Word and Excel templates to streamline client onboarding.
Extrada Tech developed custom Add-Ins in Word and Excel that allowed users to access built-in functions specific to Assante.
The Danielson Group was able to standardise internal documents with the correct styles, formats, branding, and other related features.
