Client Testimonials

Wealth Management Solutions

Client Testimonials


What Our Clients Have to Say

We value our client relationships and are proud when they share the same view of Marketware International that we do of them. Below are what some of our clients have to say about us.


"Marketware was instrumental in helping TD Waterhouse Canada launch it's first Online Trading site to it's high value customers."

David Sypher
SVP Direct Channels, TD Waterhouse

"Marketware International transforms innovative thought into practical applications. In 1997, Marketware's software allowed Waterhouse Securities to offer one of the leading online brokerage trading systems in the world. In 1999, the openness of the software and its adaptability allowed the newly-formed TD Waterhouse to offer an all-encompassing platform that supported multiple languages, exchanges, clearing systems, and trading appliances together with full redundancy and complete security to provide an incomparable international offering. I would recommend Marketware International to any firm . except perhaps my competitors."

Frank J. Petrilli
Former CEO, TD Waterhouse Group

"Marketware is an expert in Securities processing and has in depth understanding of the market, software vendors and ASP's serving this space. Moreover, because Marketware's Jose Pierre has worked both on the vendor and client sides, the Company has unique perspective and know-how. Marketware's counsel on the relative strategic and tactical merits of Securities processing platforms has been invaluable to me over the years."

Henry Miles
Former CIO of RBC Dain Rauscher


"Marketware's knowledge of the Financial Industry and its Institutional network in North America and abroad has been an invaluable asset these past few years. Marketware's professional services arm has provided my former team and myself with the right thought leadership at the right time."

Yves Néron
Chief Operating Officer / Chef des Opérations
NBF Wealth Management / FBN Gestion de patrimoine


"The experience, service level, industry insight and business knowledge that Marketware International offers customers is unparalleled. Our successful relationship with Marketware Professional Services and Technology team has helped transform the performance of our projects."

Tim O'Leary
Executive Vice President, Muriel Siebert, & Co. Inc.

"We chose the Marketware team to assist with our U.S. One-BD program because they have a proven track record of providing professional services and solutions focused on business outcomes."

Morteza Mahjour
Chief Information & Operations Officer, RBC

"Marketware has enabled many of our mutual clients over the years to enter new markets and introduce new products through the innovative and cost effective use of technology. Marketware's understanding of the Global Financial Services industry combined with their deep technology expertise allow them to bring extraordinary value to their clients. I have been consistently surprised by how quickly and cost effectively they create innovative and consistently reliable solutions. I recommend Marketware to our clients without hesitation because I am confident that my clients will receive extraordinary value for their investment."

John Hogan
President and Chief Operating Office
Broadridge Financial Solutions, Inc.


"Marketware provided us customized front-end securities trading application. We have been very impressed by their professionalism, responsiveness and efficiency throughout dealings with the company."

Henry H Y Lau 

AGM & Head of Investment Service
Wealth Management
Personal & Business Banking Group

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.