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Asset Allocation and Wealth Analysis
Transforming Investment Management: The Rise and Risks of Model Portfolio Services
This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.View Research -
Advisor Productivity
Equisoft Launches All-Inclusive Online Hub for Financial Advisors
Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.Read Press Release -
Mutual Fund Fact Sheets
Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements
Fund Compare Module of Equisoft/analyze Helps Wealth Professionals and their Firms Comply with Regulatory Requirements in CanadaRead Press Release -
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 -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
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 -
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
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
