Equisoft will participate to the Wealth Professional Awards 2018 | Equisoft
10.08.2017 to 22.08.2017
at P3


Wealth Management

Wealth Professional Awards 2018

4th edition

31.05.2018 - 31.05.2018

Liberty Grand Building, British Columbia Road, Toronto, ON, Canada

Equisoft will participate to the Wealth Professional Awards 2018

The Wealth Professional Awards 2018 will take place at the Liberty Grand in Toronto on May 31st.

As the 2016 Wealth Professional Outstanding Industry Service Provider winner for its software WealthElements, Equisoft is proud to sponsor this 4th edition and will have the privilege to present the Award For Fund Provider Of The Year. There will be 23 categories recognizing the oustanding successes in leadership, service, innovation, support, and principle.


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.


Are robo-advisors a danger for the wealth management industry?

According to the latest Wealth Professional emag, robo-advisors won’t swallow up the market but they will force the industry to reinvent itself by improving its distribution and infrastructure. Robo-advisors are progressively setting up the new norm of the wealth management industry with powerful onboarding, rebalancing and reporting capabilities. Firms that don’t have this technology will risk losing business and advisors to firms that have it.


Dine with Equisoft wealth management experts

Equisoft Dine-Arounds offer to Wealth Professional Awards 2018 participants an opportunity to dine informally with our wealth management software experts and share updates about the industry.

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 at restaurants in downtown Toronto, 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.

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 Wealth Professional Awards this year? Fill out the form to schedule a meeting with our wealth management software experts. We look forward to connecting with you in Toronto!