Customplan Financial Advisors selects ModernAdvisor to offer online investment services VANCOUVER, BC--(Marketwired - June 06, 2017) - ModernAdvisor, a leading Canadian online investment management service, is pleased to announce that it has entered into a partnership agreement with...

ModernAdvisor Launches Custom Portfolios VANCOUVER, BC--(Marketwired - December 08, 2016) - Today ModernAdvisor is pleased to announce the launch of its newest service, Custom Portfolios. Custom Portfolios enables investors to personalize...

ModernAdvisor Raises $2.2M to Disrupt Investment Management in Canada VANCOUVER, BC--(Marketwired - September 23, 2015) - ModernAdvisor, a technology-driven investment advisor based out of Vancouver, announced that it has closed a $2.2M financing round, led by notable...