Xosquex
We started in a small Winnipeg office with a simple belief – investment reporting shouldn't feel like decoding ancient scrolls. Most firms were still sending clients dense spreadsheets that required a finance degree to understand.
Our founder, Delphine Auclair, spent years at traditional wealth management firms watching clients struggle to grasp their portfolio performance. She knew there had to be a better approach.
From a two-person team to serving investment advisors across Canada, we've stayed focused on making portfolio reporting actually useful.
Delphine convinced a local advisor to test our prototype. He called back three days later asking if we could handle his entire client base. That's when we knew we were onto something real.
A Toronto advisory firm found us through word of mouth. Within six months, we were working with practices in five provinces. The real surprise? Most came through advisor referrals, not marketing.
Like everyone else, we adapted to working from home. Unlike many firms, we decided to stay that way. Our team now includes specialists from Halifax to Vancouver, bringing diverse perspectives to portfolio reporting challenges.
We connected with major portfolio management systems. Advisors could finally generate client reports without manual data entry – saving hours each week.
We're developing tools that help advisors spot portfolio drift earlier and communicate rebalancing needs more clearly. Beta testing starts this spring with select partners.
Our team combines years of experience in wealth management, data visualization, and advisor support. We're spread across Canada but stay connected through weekly calls and way too many Slack messages.
Founder & Director
Spent twelve years in portfolio management before starting Xosquex. Still remembers the exact client meeting that sparked the idea – sitting across from a retiree who had no idea if his portfolio was performing well. Delphine's background in behavioral finance shapes how we present complex data.
Head of Client Services
Joined us in 2018 after working at a large brokerage firm. She knows firsthand what advisors deal with during reporting season – because she lived through quarterly chaos for five years. Signe built our support framework from scratch and maintains a response time that consistently surprises new clients.
We're not trying to replace advisors or automate the human side of wealth management. Our role is narrower – take the reporting burden off your plate so you can spend time on what actually matters to clients.
Every feature we build gets tested with real advisory practices. If it doesn't save time or improve client understanding, it doesn't ship.