Responsive Financial Technologies Inc.

Address

2015 Main Street, Suite 2
Vancouver, BC V5T 3C2

https://responsive.ai/

Principal Contacts

Francisco Franco
[email protected]
(604) 716 - 5513

About us

Responsive is the automated back-office for Canadian portfolio managers. For over ten years we’ve built software alongside independent Canadian firms: the technology that runs quietly behind the advice, so advisors spend their time on clients instead of paperwork.

Our platform takes on the operational work that slows firms down: client onboarding in minutes rather than days, KYC and documentation that stay audit-ready as the work happens, and the everyday back-office tasks that pull advisors away from their desks. Beyond automating the busywork, Responsive surfaces the next best action for each client relationship, so firms stay proactive with the people they serve, at scale.

Responsive is built in Canada, for the way Canadian firms actually operate: designed around Canadian custodians and provincial securities regulators from the ground up. We work with independent portfolio managers who want the operational strength of a much larger institution without giving up the personal relationships that set them apart.

What Responsive does for independent portfolio managers

Client onboarding and account opening
KYC, documentation, and ongoing audit-readiness
Compliance workflows built for the CSA and provincial securities regulators
Back-office and operational workflow automation
Next best action intelligence and client-engagement prioritization
Integration with Canadian custodians

The future of advice is human. Responsive is the infrastructure that makes it possible.

See how it works – responsive.ai