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Asset Allocation and Wealth Analysis
Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group
A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.Read Article -
Asset Allocation and Wealth Analysis
New Entrants Threaten Financial Services Companies
How customer expectations are driving the need for highly personalized service.Read Article -
Wholesaler Productivity
How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices
Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.Read eBook -
Wholesaler Productivity
3 Ways Technology Can Optimize the Wholesaler Role
We look at 3 ways technology can help optimize the life of wholesalers.Read Article -
Wholesaler Productivity
Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game
Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.Read Article -
Financial Needs Analysis
Taking A Customer-Centric Approach in Financial Services
The changing role of wholesalers and the need for a customer-centric approach in financial services.Read Article -
Corporate News
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
Equisoft announced today that it has been selected as a Finalist for the WP Readers' Choice Award for Service Provider of the Year for the 2020 Wealth Professional Awards.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft Brings an Innovative Investor Benchmarking Tool to the Insurance and Wealth Management Industries
The latest innovation from Equisoft's R&D team leverages the firm's big data and artificial intelligence research to deliver a unique way of gauging investor financial well-being.Read Press Release -
Corporate News
Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers
Equisoft announces the launch of Equisoft/analyze for wholesalers, a sales acceleration platform solution powered by Refinitiv designed to help fund wholesalers enhance their value proposition to advisors by offering advisors insightful fund and portfolio analytic services.Read Press Release -
Corporate News
Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Mackenzie Investments has won the 2019 Equisoft Fund Provider of the Year Award, presented at the 5th annual Wealth Professional Awards.Read Press Release -
Corporate News
Equisoft and VieFUND Launch a One-Stop Back-Office & Wealth Planning Solution
Equisoft is excited to announce the launch of a new integration between the VieFUND back-office software and Equisoft's WealthElements wealth planning platform.Read Press Release -
Corporate News
The Globe and Mail selects Equisoft to enhance its advisor-facing ProStation platform
Equisoft has been entrusted by The Globe and Mail, one of Canada's leading news media companies, to make substantial enhancements to its Globe Advisor ProStation software.Read Press Release -
Corporate News
The Co-operators and Equisoft launch an innovative financial needs analysis solution for clients and advisors
The Co-operators is pleased to announce the successful implementation of Equisoft's WealthElements suite and Client Portal module.Read Press Release -
Corporate News
The Co-operators Selects Equisoft's WealthElements as its Advisor Wealth Planning Platform
Equisoft, a leader in providing digital business solutions to the insurance and wealth management industries, announced today that The Co-operators will implement Equisoft/analyze for advisors and its new Client Portal Module across its financial advisor network.Read Press Release -
Corporate News
Monarch wealth corporation partners with Equisoft Inc. to deliver industry leading technology platform
Monarch Wealth Corporation (Monarch) is pleased to announce its partnership with Equisoft Inc. (Equisoft) in the launch of the dealer's industry leading digital platform.Read Press Release
