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Future of Insurance
Celebrating a Real Milestone! 30 Years of Success
Elevate 2024 brought together global clients and industry leaders in Montreal for two days of insights, hands-on workshops, and product showcases.Watch Video -
Corporate News
At least 50% of schemes will be using Pension Fusion for Pensions Dashboards
Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Provider (ISP) developed in partnership by ITM and Equisoft – has been selected by over 40 organisations as their connection method to Pensions Dashboards.Read Press Release -
Corporate News
Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients
Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.Read Press Release -
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 -
Corporate News
Equisoft Wins “Best Transfer Automation System” and “Excellence in Product Design” at Systems in The City Financial Technology Awards 2024
The awards are amongst the UK financial sectors’ top honours and acknowledge tech providers' achievements in enabling financial organisations to grow their business and meet their clients' needs.Read Press Release -
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
Strategies and Resources for Optimising Pensions Dashboards Programme Matching Criteria
Discover strategies for optimizing data matching in the Pensions Dashboards Programme (PDP).Read Article -
Pensions
Pensions Dashboards Readiness: Essential Steps and Supporting Tools
During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.Watch Webcast -
Corporate News
Equisoft’s David Poynton appointed to Pensions Dashboards advisory group
David is one of eight new members of the group tasked with providing insights to shape the delivery of dashboards programme.Read Press Release -
Corporate News
Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors
The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.Read Press Release -
Corporate News
Equisoft and VieFUND Join Forces to Transform Wealth Planning and Back-Office Operations
Equisoft is pleased to announce a strategic integration between VieFUND Corporation, a prominent provider of back-office solutions for Canadian investment dealers.Read Press Release -
Corporate News
Equisoft Becomes First Vendor to Support Electronic Defined Benefit Transfers
Equisoft’s continued strong support for open standards will improve transfer times and deliver significant savings to administrators.Read Press Release -
Corporate News
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023Read Press Release -
Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead Press Release -
Pensions
First Half of 2023 Review of UK Investment Transfer Market
Find out what happened in the UK Investment Transfer market in the first half of 2023Read Article -
Pensions
ViaNova/TeX - Automating Corporate Pension Transfers
In this session our expert panel will examine how the ViaNova Working Group and TeX worked together to develop those standards to support electronic pension transfers, resulting in significant reductions in the time and cost to process DC and DB transfers.Watch Webcast -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Pensions
Pensions Dashboards Programme: What's Next?
This session will be an opportunity to find out from Chris Curry, the Pensions Dashboards Programme Principle, about the current consultation. We’ll explore the different options being considered as part of the consultation and get initial feedback from industry participants.Watch Webcast
