Montreal, Canada, June 16, 2020 – Equisoft announced today that it has been selected as a Finalist for the “WP Readers’ Choice Award for Service Provider of the Year” for the 2020 Wealth Professional Awards.
Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth management and financial planning profession and recognizes the leading advisors, teams, brokerages, fund providers and industry service providers for their achievements, leadership and innovation over the past year.
Finalists in 23 categories were selected following an open call for nominations to Wealth Professional’s nationwide readership of 28,000 wealth professionals. Winners will be selected by an esteemed independent judging panel and revealed during the annual awards gala on September 30.
“The list of finalists is a true snapshot of the best and brightest in the industry right now,” said Jessica Duce, Wealth Professional Awards project director. “It’s going to be a fantastic honor to celebrate this deserving group at the September gala.”
“This is the fifth consecutive year that Equisoft is among the finalists for this prestigious award which we’ve had the honor of winning in 2016 and 2019. We’re really proud that our unwavering commitment to supporting the wealth industry is recognized again this year,” commented Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft.”
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 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 a comprehensive SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analytics, 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 reseller and integration partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and over 450 specialized resources based in the USA, Canada, Latin America, 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, firstname.lastname@example.org