10.08.2017 to 22.08.2017
at P3
Equisoft Enhances WealthElements with a New Client Portal Module

Montreal, April 14, 2016 – Equisoft, a leader in the design and development of digital business solutions for the wealth, insurance and publishing industries, today announced the addition of a Client Portal Module to its WealthElements™ suite of tools designed to help financial advisors create industry-leading wealth management plans and proposals for their clients and prospects. READ THE PRESS RELEASE