The latest tech news in wealth management across North America.

BMO Financial Group, part of Bank of Montreal, has rolled out a financial planning platform to make it easier for advisors to help set clients’ goals. 

The platform is called BMO WealthPath and it has been launched in conjunction with financial planning solutions firm Voyant. It allows advisors to create actionable plans by inserting client data and testing the proposed plan through generated scenarios. The offering is designed to be used on smartphones and tablets.