Best Mutual Fund Integrated Ad Campaign

The Challenge: Mackenzie Financial needed an Advisor tool that would be able to allow Advisors to provide illustrations to clients on the benefits of investing in the Series T (Tax advantaged) products offered by Mackenzie.

The Solution: Mackenzie Financial wanted an up to date solution that provided Advisors with an easy to use tool to illustrate to clients a personalized solution. The tool produces a report that can be emailed to clients as a meeting tool or as a reference piece for use in the sales process. The tool is built using responsive design to allow the Advisors the best format for whatever device they are modelling the client solution on.

Contributors:

BLUERUSH

Location: Canada