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Asset Allocation and Wealth Analysis
What Asset Managers Should Know About Successful Digital Transformation
We sat down with Equisoft’s Shawn Gillespie, Vice President, Wealth Solutions, USA, to discuss the changes sweeping through the wealth industry and how Equisoft can help manufacturers, distributors and advisors succeed in their digital transformation.Watch Interview -
Asset Allocation and Wealth Analysis
How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations
Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.Read Article -
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
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 -
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
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 -
Wholesaler Productivity
Overcome the Biggest Issues Facing Fund Wholesalers
Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.Read Article -
Corporate News
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the Year
Equisoft was proud to hand out the 2020 Equisoft Fund Provider of the Year Award to Dynamic Funds, who stood out among eleven top-rated finalists for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry best practices.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
