Systems & Technology

Explore our advanced systems and technology, including the Optimize Portal, CRM, and Mortgage Portal.

Google Desktop Workspace

• Google Desktop Workspace Overview
• Learn the Basics of Gmail
• Learn the Basics of Google Docs
• Learn the Basics of Google Calendar 
• Mastering the Art of Email: Optimize Best Practices

Croesus

• Overview of Croesus 

Spiff

• Overview of the Payroll Reporting System (Spiff)
• Overview of Applying for an HST Number and Remittance Requirements

Compass

• Navigating Compass 
• Downloading Account Statements on Compass
• Downloading Annual Reports On Compass
• Downloading Tax Slips on Compass

Client Online Access

• Navigating My Portfolio Plus

The Optimize Portal

• Accessing Documentation on the Portal