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Advisor Productivity
How Dealers Can Better Support Advisors with KYP Compliance and Investment Product Research
By providing advisors with KYP software tools, support, and education, dealers can streamline research and compliance, ensuring advisors efficiently meet regulatory requirements and build strong client relationships.Read Article -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.Watch Webcast -
Pensions
Cheers to 10 years of TeX
TeX has underpinned the transfer of millions of pensions, ISAs and assets, worth billions of pounds for hundreds of platforms, wealth managers and pension providers.Read Article -
Advisor Productivity
Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution
Read this article for insight on the three cornerstone technologies that underpin an advisor’s successful transformation into a digitally enabled consultant.Read Article -
Corporate News
Seventh Consecutive WP Awards Nomination for Equisoft
Equisoft has been selected, for the seventh consecutive year, among the finalists to receive the WealthTech Service Provider of the Year Award at the WP Awards annual wealth management industry event.Read Press Release -
Mutual Fund Fact Sheets
How to Solve 5 Mutual Fund Fact Sheet Production Headaches
Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.Read Article -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Asset Allocation and Wealth Analysis
How One Carrier Transformed their Insurance Advisors into Financial Experts
How one carrier found a solution that enabled their insurance advisors to deliver holistic financial advice to their clients.Read Article -
Corporate News
Equisoft nominated for the Wealth Professional Awards for a 6th consecutive year!
Equisoft announced today that it has been selected as a Finalist for the Readers’ Choice Award for Service Provider of the Year in the 7th annual Wealth Professional Awards.Read Press Release -
Wholesaler Productivity
What do Financial Advisors Want from Mutual Fund Wholesalers?
What financial advisors really want from wholesalers—and what they’re not always getting.Read Article -
Advisor Productivity
How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales
This case study reveals how one carrier implemented Equisoft/analyze for advisors as part of a successful strategy to build a new investment capability within their existing advisor force.Read Case Study -
Asset Allocation and Wealth Analysis
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Financial Needs Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Advisor Productivity
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook -
Asset Allocation and Wealth Analysis
Blockchain: A disruptive technology with the power to revolutionize financial services
At Equisoft we believe that blockchain technology and its potential implications to the financial services and insurance sectors warrant close attention.Read eBook -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch Webcast -
Wholesaler Productivity
Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World
Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.Watch Webcast -
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
