10.08.2017 to 22.08.2017
at P3



Wealth Management

PEAK Financial Group Conference 2018

20th edition

15.05.2018 - 18.05.2018

Fairmont Tremblant, Chemin de la Chapelle, Mont-Tremblant, QC, Canada

Equisoft will attend PEAK Financial Group Conference 2018

PEAK Financial Group is positioned as the leader amongst independent full-service dealers and has captured the trust of 1,500 independent financial advisors. Equisoft will attend PEAK Financial Group Conference 2018 in Mont-Tremblant from May 15th to 18th and present its advanced insurance and wealth management software solutions, InsuranceElements and WealthElements, to help the financial industry make its digital transformation.

What is InsuranceElements?

InsuranceElements is a front-end sales and engagement software for the insurance industry designed to optimize insurance advisor performance and customer experience. InsuranceElements features four main components, each available on their own or as part of a Equisoft’s comprehensive SaaS solution:

Insurance needs analysis: Full range of comprehensive, customizable and easy to use tools designed to help advisors create a detailed assessment. Easily assess existing and optimal coverage for life, critical illness and disability insurance, using different variables (current age, expected retirement age, net income and liabilities).

Illustrations & Embedded strategies: Mobile-friendly platform leveraging state-of-the-art technology to deliver easy policy illustrating, sales strategy development and quote building of complex products across multiple platforms.

Electronic application: Advanced wizard far beyond the generic smart form, enabling simple, speedy data entry for insurance policy submissions and servicing.

Policy servicing portal: Secure, client-facing robo-solution that provides policy owners with a suite of online tools to view and manage their policies.


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.


Dine with Equisoft financial experts

Equisoft Dine-Arounds offer to PEAK Financial Group Conference participants an opportunity to dine informally with our financial software experts to share updates and opportunities.

Connecting with peers over a shared meal will allow you to benefit from the wisdom of diverse experiences and foster new business relationships. Dine-Arounds will be held close to the Fairmont Tremblant resort and are complementary.

In order to provide optimal opportunities for networking, stimulating conversation, and peer learning, each Equisoft Dine-Around can accommodate 2 to 8 guests. Dine-arounds will often occur on the second day of conference or when no conference activity is scheduled.

Please fill out the form below and an Equisoft representative will reach out to give you the details.

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Schedule a meeting with Equisoft

You're going to the PEAK Financial Group Conference this year? Fill out the form to schedule a meeting with our wealth management software experts. We look forward to connecting with you in Mont-Tremblant!