Our services are built around leading-edge technology designed to improve your productivity and bottom line by providing you with the sophisticated business tools you need to run your business.

Technology Partnership
Pinnacle’s long-standing working relationship with Dataphile Software, our technology partner, enables us to provide fully integrated front- and back-office applications.

Dataphile’s revolutionary suite of products gives firms a distinct competitive advantage and proven dependability – 3,000 industry users rely on it daily to help them work more efficiently.

Key Features
• Real time transaction processing
• Cash/margin balanced real time
• Real time margining using last night’s pricing
• Real time foreign exchange calculations
• Unlimited transaction history
• Maintenance of cost/book value on registered & non-registered accounts
• Error detection – data is verified on-line against the database
• Multi currency – CAD/US dollar
• Flexible commission structure
• Average pricing to a decimal level of five
• Flexible reporting

The Dataphile application provides three key back-office modules:
• Execlear – a real-time back-office processing engine
• ProPhile Desktop – a Windows-based front-office system consisting of two modules:
 • Account Management System (AMS) provides an integrated view of client data
 • Portfolio Reporting System (PRS) is an extension of AMS for analyzing accounts
   by investment criteria.
• Order Management System (OMS) – an on-line, real-time trading system

Execlear
Execlear’s back-office application provides users with:
• Account opening and maintenance
• Security master viewing
• Cheque writing and approvals
• Internet access set up
• Journal screens
• Full online inquiry package

ProPhile Desktop
ProPhile Desktop is comprised of two components, Account Management System  and the Portfolio Reporting System.

Account Management System is a windows-based inquiry package designed specifically for the retail advisor to provide:
• Account activity
• Advanced list feature
• Cheque request capability

Portfolio Reporting System is an on-line, real-time portfolio system that, unlike other systems, does not require nightly downloads. It provides:
• Client portfolio holdings
• Portfolio reporting
• Asset allocation information

Order Management System
Order Management System is an on-line, real-time trading system linked to all Canadian exchanges and a large number of U.S. trade execution systems. It provides:
• Buy / sell screens for equities
• Buy /sell / switch screens for mutual funds
• Order book
• OMS reporting
 
Pinnacle’s correspondent brokerage services are conveniently accessed through an Extranet that provides a single point of entry to Canaccord’s extensive retail products and services.

Research
Through a web connection, users get access to proprietary daily Canadian research and market reports by Canaccord’s top-ranked research team covering a wide range of sectors. We also provide U.S. and international equities research by Credit Suisse First Boston.

Access is provided through a web connection to Canaccord’s proprietary market and investment reports:
• Momentum Trends
• Ear On The Street
• U.S. Research Notes
• Analysts In The News
• Capital Markets Review

Investments
This section provides valuable day-to-day investment knowledge to assist front-office users.

Fixed Income
Direct access to Canaccord’s bond desk for up-to-date information on new issues, specials and other trading ideas, as well as Canaccord's fixed income inventory. Canaccord’s Fixed Income Group offers a comprehensive retail-based products:
• Money market instruments: T-bills, bankers’ acceptance, commercial paper
   and short-term strip bonds
• Bonds: federal, provincial or municipal government, corporate and MBS's
• Strips: federal, provincial and corporate
• High yield investments: BBB credit rating or less
• Structured products: equity-linked notes, step-up bonds and accrual notes
• Foreign currency bonds: U.S. dollars and Euro