Equisoft will be attending the 2018 Univeris Summit.
More than 130 delegates are expected to attend Univeris Corporation’s Annual Summit, to be held this year at the Metro Toronto Convention Centre in downtown Toronto on October 25, 2018.
What is WealthElements?
WealthElements is an advanced one-stop web platform for wealth management professionals designed to increase productivity, optimize operational efficiency and enhance investor experience with the 3 following modules:
- – Financial planning: Easy-to-use tools designed to help financial professionals create a detailed assessment of a client’s current financial well-being and plan for future needs
- – Portfolio Design & Analytics: Sales-oriented, compliance-friendly module that helps financial professionals prepare compelling, well-documented proposals in four easy steps.
- – Client portal: Mobile-friendly platform which leverages robo-technology to allow financial institutions and advisors to deliver a secure online experience to investors.