Montreal, Canada, April 15, 2019 – As a proud sponsor of the annual Wealth Professional Awards event, to be held in Toronto on May 30, Equisoft will have the honor to present the Equisoft Fund Provider of the Year Award to a fund company that stands out in the industry by providing top-tier investment solutions and products to Canadian advisors and investors.
Now in its fifth year, the Wealth Professional Awards has become a must-attend event to recognize excellence in the Canadian wealth management industry. The finalists in the Equisoft Fund Provider of the Year category this year are AGF Management Limited, BMO Global Asset Management, CI Investments, Dynamic Funds, Evolve ETFs, Fidelity Investments, Horizons ETFs, Invesco Canada, Mackenzie Investments, Purpose Investments and Vanguard Group.
“Equisoft has been an avid supporter of the WP Awards since day one,” says Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft. “We believe it is important to support all industry stakeholders, from the financial advisors, to the dealers head office staff, to the fund company employees, because each and everyone of them plays a very unique role in helping us, as an industry, reach our common objective, which is to help the end investors achieve their financial goals.”
Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. 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 a unique data migration expertise. The firm’s industry-leading products include CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, and client & advisor portal. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and a growing team of over 375 specialized resources based in the USA, Canada, Latin America, South Africa and India, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption. Website: equisoft.com
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: Jean Sabbagh, Vice President, Marketing, Equisoft, 1.888.989.3141, ext. 122, firstname.lastname@example.org