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Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
30.05.2019

Toronto, Canada, May 30, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Mackenzie Investments has won the 2019 Equisoft Fund Provider of the Year Award, presented at the 5th annual Wealth Professional Awards.

The WP Awards gala is the largest and most prestigious event showcasing excellence in the Canadian wealth management and financial advisory services industry. Held this year at The Liberty Grand Toronto, the WP Awards selected winners in 25 categories through an independent panel of industry experts. Over 600 of Canada’s top wealth professionals attended this year’s ceremony.

Acknowledging Canada’s Most Outstanding Fund Company

The Equisoft-sponsored Fund Provider of the Year Award recognizes a Canadian fund company for its remarkable effort during the past year in consistently delivering superior advisor service while pushing the boundaries with innovation and industry best practices. Past winners of the Equisoft award include RBC Global Asset Management, Franklin Templeton Investments and iShares by BlackRock.

“In this ever-changing, extremely competitive landscape, it is very challenging to stand out from the crowd,” says Jonathan Georges, Vice-President, Wealth Management Solutions at Equisoft. “Congratulations to Mackenzie Investments and to all the other finalists of this award category for making a difference. We are proud to recognize leadership and innovation in this fast-paced industry.”

About Wealth Professional Canada

Wealth Professional Canada (WPC) is the leading business magazine for the wealth management and financial advisory sector for in-depth industry issues, market trends, business analysis and intelligence. WPC is complemented by daily news website WealthProfessional.ca featuring breaking news, an industry forum and exclusive multimedia content, as well as sister publication Life Health Professional  (LHP). WPC and LHP are published by independent media company Key Media International.

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 CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. 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 400 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

CONTACT: Jean Sabbagh, Vice President, Marketing, Equisoft, 1.888.989.3141, ext. 122, jean.sabbagh@equisoft.com