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at P3
Finalists Announced for “The Equisoft Award for Fund Provider of the Year”
June 22, 2020

Montreal, Canada, June 22, 2020 – As sponsor of the Wealth Professional Awards, Equisoft will be honored to present “The Equisoft Award for Fund Provider of the Year” to a fund company who stands out 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 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.

This year’s finalists for The Equisoft Award for Fund Provider of the Year are: AGF Management Limited, BMO Global Asset Management, CI Investments, Dynamic Funds, Fidelity Investments, First Trust, Horizons ETFs, Mackenzie Investments, Purpose Investments, Sun Life Global Investments and TD Asset Management.

“With thousands of advisors using our solutions across the country and abroad, we have a very good understanding of the many challenges fund providers are facing in an environment of increasing customer expectations, compliance requirements and competition,” said Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft. “Today more then ever, advisors need to be supported by forward-thinking fund companies who understand their reality and help them deliver world-class service. Equisoft is proud to have its name associated with such a great list of award nominees again this year,” added Jonathan Georges.

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.

About Equisoft

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, jean.sabbagh@equisoft.com