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Corporate News
Broadridge Canada Partners with Equisoft to Enhance Its Wealth Technology Platform with Innovative Front-End Solutions
Equisoft announced today a strategic partnership with Broadridge Financial Solutions, Inc. This agreement comes in line with both firms’ efforts to empower and support the digital transformation of leading wealth and financial services institutions.Read Press Release -
Wholesaler Productivity
How Portfolio Analysis Transforms Mutual Fund Wholesalers’ Advisor Relationships
Find out how to transform from yesterday’s mutual fund wholesaler to tech-enabled business consultant by offering mutual fund analysis as a service.Read Article -
Wholesaler Productivity
How a Top Wholesaler Accelerated Sales Through Product Positioning
Want to Accelerate your Sales? Learn How a Top Wholesaler Did it.Read Case Study -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article -
Wholesaler Productivity
Taking a Modern Approach to the Mutual Fund Wholesaler Role to Win Advisor Business
The traditional ways a mutual fund wholesaler approached their advisor relationships: networking, marketing, and product presentation aren't dead. But true relationship building requires the wholesaler to add significant value to the advisor's practice.Read Case Study -
Asset Allocation and Wealth Analysis
The Evolving Investment Distribution Landscape
The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.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
