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10.08.2017 to 22.08.2017
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Wealth
Equisoft selected as finalist for Best Service Provider Award at the Wealth Professional Awards for the third consecutive year
09.05.2018

Equisoft announced today that it has been selected as a Finalist to receive “The Radius Financial Education Award for Best Industry Service Provider” in the annual Wealth Professional Awards, the premier independent awards in the wealth management and financial advisory services industry in Canada.

Winners in all 23 categories will be selected by a panel of industry experts and announced on May 31, 2018 during as awards ceremony at The Liberty Grand Toronto.

“The finalists are the best of the best,” said Chris Davis, Event Director of Wealth Professional Awards. “They demonstrate the resilience, innovation and sheer management smarts it takes to build a thriving business today. Success stories like theirs are the lifeblood of the wealth management industry.”

“It’s a real pride for the entire Equisoft team to see the quality of our products and services recognized at this prestigious event for a third consecutive year,” commented Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft. “We foster true partnerships with our clients as we measure our success based on their satisfaction. This belief comes across in how we treat all our clients, from the world’s largest financial institutions to the independent advisors that put their trust in us every day.”

The annual gala welcomes over 600 of Canada’s top financial advisors and wealth professionals. Those who wish to attend the event are urged to reserve and purchase seats as soon as possible.

 

About Equisoft

A global provider of business-driven digital solutions, Equisoft has been a valued partner for some of the world’s leading insurers and financial institutions since 1994. Recognized for its in-depth knowledge of the insurance and wealth management sectors, the company develops and markets innovative front-end applications, WealthElements, InsuranceElements, Kronos Finance and Kronos FNA, designed to streamline operational processes, enhance advisor and customer experience, increase revenue and enable growth. With the combined expertise of its growing team of over 360 specialized resources based in the US, Canada, Latin America, South Africa and India, Equisoft can tackle any challenges facing financial institutions in the new economy.

 

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About Wealth Professional

Wealth Professional is published in multiple editions in Canada and Australia. The Canadian edition is published monthly, with a readership of 8,500. The print edition is supported by WealthProfessional.ca, an online industry hub offering daily news and business intelligence and e-newsletter sent daily to 30,000 readers and subscribers across Canada. Committed to delivering the latest industry news, opinion and analysis, WealthProfessional.ca takes a fresh approach to covering the need-to-know developments of the day from government and regulatory bodies, platforms, brokerages and fund companies, as well as industry service providers.

 

Contact: José Quiroz, Marketing Manager, 1-888-989-3141, ext. 273, jose.quiroz@equisoft.com

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