Montréal, Canada, October 1, 2020 – As part of the 6th annual Wealth Professional Awards presented yesterday, Equisoft was proud to present the 2020 Equisoft Fund Provider of the Year Award Gold Winner honours to Dynamic Funds, and to Silver Winner Horizons ETFs, who stood out among eleven top-rated finalists for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry best practices.
Presented by Wealth Professional magazine, the Wealth Professional Awards is the leading independent awards event for the wealth management industry recognizing excellence and highlighting the outstanding achievements of wealth professionals, financial advisors, advisory brokerages, fund providers and service providers in over 20 categories.
“Today more than ever, financial professionals need to be fully-supported by future-looking companies who have a clear understanding of their needs and challenges, and who are willing to make a difference in helping them deliver superior customer experience,” said Anthony Stockley, Vice President, Wealth Solutions at Equisoft. “We’re pleased to take part in this great event again this year, and to see both Dynamic Funds and Horizons ETFs recognized for their achievements over the past year, especially given the very unusual and challenging environment in which they achieved it.”
About Wealth Professional
Wealth Professional is Canada’s definitive source of news, opinion and analysis for today’s sophisticated financial planning and advice professionals. Delivered exclusively online to Canada’s financial planners and advice community, Wealth Professional provides a real-time web service that keeps time-poor advisers up to date with the latest breaking news, cutting-edge opinion, and expert analysis affecting both their business and their industry.
Founded in 1994, Equisoft is a global provider of advanced insurance and wealth digital solutions. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced integration partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and over 450 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.
CONTACT: Jean Sabbagh, Vice President, Marketing, Equisoft, 1.888.989.3141, ext. 122, email@example.com