Research, design, implement and test advanced financial portfolio rebalancing to optimize for tax, trade, and operational efficiencies across increasingly complex portfolios of registered and non-regi...
One Wealth Technologies Inc.
4 records totalling $240,000.00 CAD, from official Government of Canada open data.
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By department
| National Research Council Canada | $240,000 | 4 records |
Records
This project will enhance the OneVest trading platform. The portfolio optimizer, already in use, efficiently processes portfolios in minutes and reduces trades, minimizes tax burdens, and boosts inves...
This project will involve the creation of a proprietary set of data-driven calculations and tools designed to help catch suspicious transactions and user profiles early, better identify potentially fr...
The purpose of this CanExport SMEs agreement is to support small- and medium-sized enterprises (SMEs) for activities related to export market development that are part of an export business case for a...