Streamline your advisory journey
Simplify your experience with personalized support and resources
Our broad range of tools allows you to cater to the specific needs of your clients. We give you the flexibility to create an offering as unique as your practice and bolster your competitive edge.
We help you
Effectively manage your business
Compliance
We are dedicated to helping you stay on top of compliance. Our comprehensive suite of tools and regular updates ensure you are always informed about the latest regulations and requirements.Digital toolbox
Our digital ecosystem provides access to tools to help build your business, cater to clients and enhance efficiency. Benefit from live chat assistance (only available in English), and access to industry insights, operations, compliance, business development, and practice management resources.Workplace Solutions
Whether your client is a small business owner or head of HR at a larger company, IDC WIN's Workplace Solutions can help you provide a tailored solution. Our focus is on supporting advisors in their effective delivery of health, wellness and financial solutions for the workplace.Learn more
We help you
Better serve your clients
Actuarial services
We provide advisors with direct access to our in-house experts, making it easier to navigate the complexities of insurance for estate planning.
Consulting
We understand the importance of effective underwriting, consulting and detailed tax and estate planning. Our expert advice helps you navigate these critical areas with ease.
We help you
Think bigger with expert knowledge
Wealth leadership
Our wealth solutions team supports advisors with tailored strategies and expert guidance. From sales to portfolio planning, our regional leaders are here to help.