Client Successes

Wealth Management Solutions

Client Successes



Strong teamwork from Marketware International helps the Canadian Imperial Bank of Commerce, CIBC

CIBC is a leading North American financial institution with more than eight million personal banking and business customers. CIBC offers a full range of products and services through its comprehensive electronic banking network, branches, and offices across Canada, the United States and around the world.

When CIBC needed a strategic partner with the right technology know-how and the business philosophy to assist with the deployment of its online trading platform, CIBC turned to Marketware International. CIBC deployed Marketware's COMTAPI, a middleware product designed to integrate electronic products with each other. Today, COMTAPI seamlessly links the online trading platform to the firm's trade execution system. Through Marketware's sophisticated solution, CIBC is satisfying its clients' demand for online services worldwide.

"The Marketware International team provided us with not only the right technology, but as equally important, this team had a very good understanding of our business and the Canadian marketplace", states CIBC's VP & CIO - Wealth Management Technology, Mike Boluch. Marketware International shares the prime directive of its clients - customer satisfaction. Marketware understands that the needs of today's investor are rapidly evolving in response to the accessibility of new technology. Availability, reliability, functionality and design, providing for on-demand information and services, are the most critical and competitive requirements for todays empowered investor.

Marketware has earned its slogan "We're Already There!" by providing the right technology infrastructure to service a multitude of accounts performing thousands of trades every day - and growing.



TD Waterhouse Launches Customized Web Site for Microsoft's Pocket PC Platform

TD Waterhouse Is First Online Financial Services Provider To Offer Easy Access For Users of Pocket PC.

TD Waterhouse Group, Inc. the global online financial services firm, today became the first online financial services firm to launch a web site designed for the Microsoft Windows Powered Pocket PC platform. TD Waterhouse Wireless for Pocket PC provides TD Waterhouse's U.S. customers with cutting-edge access to their investment accounts through personal digital assistants powered by the Pocket PC platform.

TD Waterhouse Wireless for Pocket PC is specially formatted to fit on smaller handheld screens, and is optimized for wireless networks. Mobile Pocket PC users can reach the site at, where they will be automatically routed to the custom Pocket PC site.

TD Waterhouse's public site is available to all Pocket PC users with Internet access and features unlimited delayed quotes and quote lists; market news and updates; charts and company-specific news; fundamentals; and symbol lookup. TD Waterhouse customers in the U.S. can place stock, mutual fund and option orders, as well as access account balances, holdings, history, order status, unlimited real-time quotes, option chains and extensive research.

"Making it easy for customers to manage their investments is our goal, and that's why we focused on Microsoft's cutting-edge Pocket PC platform. It offers a mobile experience that is similar to investing via a desktop computer because the platform uses Pocket Internet Explorer, a special version of Microsoft's Internet Explorer that brings advanced web capabilities to these devices," said Stuart Rubinstein, Senior Vice President at TD Waterhouse. "The launch of Pocket PC lets us bring our easy-to-use desktop experience to customers virtually anytime and anyplace."

"TD Waterhouse has been a leader in adopting Pocket PC technology and we are thrilled to see their new customer site go live," said Ben Waldman, vice president for the Mobility Group at Microsoft Corp. "The advanced functionality of Pocket Internet Explorer combined with the work TD Waterhouse has done optimizing their site for wireless enables us to deliver cutting-edge services to customers by offering real-time, wireless access to their account information."

TD Waterhouse Wireless was deployed by TD Waterhouse's internal Information Services and E-Commerce organization (Marketware International , a wholly owned subsidiary in Holmdel, NJ) in alliance with Aether Systems and Plural, Inc., a New York-based eBusiness consulting and development firm with a unique combination of deep industry expertise in financial services and broad technical expertise on the Microsoft platform.

TD Waterhouse also has wireless offerings in the U.S., Canada, the U.K., Australia, Japan and Hong Kong and will offer wireless investing solutions for the Palm and RIM Blackberry platforms later this year.

Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.
  • Decentralized finance -- or DeFi -- has experienced explosive growth in the past year. But in order for DeFi to fulfill its promise, “now is the time to evaluate its benefits and dangers,” write Kevin Werbach and David Gogel.

  • The latest rise in the inflation rate to 4.2% for April has fueled expectations that the Federal Reserve could raise interest rates and tighten monetary policy – but that will depend on whether this is a temporary change, says Wharton’s Itay Goldstein.

  • Pension funds could be a formidable force in getting companies to embrace ESG values. Yet they must align those goals with their fiduciary duty of protecting the retirement funds of their members, according to panelists at a recent Wharton conference.