Customized and Fully Integrated Technology Solution Allows Monarch to Offer an Enhanced Experience to Investors While Increasing Advisor Productivity
Toronto, ON – (Marketwired – July 18, 2016) – Monarch Wealth Corporation (Monarch) is pleased to announce its partnership with Equisoft Inc. (Equisoft) in the launch of the dealer’s industry leading digital platform.
Familiar to many within the industry is Equisoft’s WealthElements solution — a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of a client’s wealth. As the first MFDA dealer to offer an end-to-end electronic onboarding and fully integrated advisor console, Monarch has incorporated the WealthElements solution in its advisor suite. Monarch has further customized its offering with many unique features such as single sign-on capability, a customized questionnaire that links to both Know-Your-Client (KYC) information and a series of fee-based model portfolios.
Monarch’s platform offers a great many benefits to advisors and clients alike. Its fully digital platform provides fee-based account management, model portfolio solutions as well as automated rebalancing. It provides advisors with single sign-on, paperless client onboarding and a contact management system. It also incorporates services such as digital signature capability on any device, on-demand account information, fully integrated planning and analytical tools, electronic delivery of client statements and related regulatory documents.
“Equisoft’s WealthElements solution is an integral part of our digital console for advisors. Customization of its advisor portal has allowed us to increase advisor efficiency through single sign-on and streamlined fulfilment of KYC requirements. Moreover, advisors can add value by presenting clients with comprehensive portfolio proposals and consolidated monthly statements across various holdings, from mutual fund portfolios to insurance plans,” said Yama Yaqeen, Vice President of Operations and Technology, Monarch Wealth Corporation.
Equipped with the tools to increase their efficiency, advisors now have more time with their clients to discuss fee based investment solutions and focus more energy on life stage planning and holistic wealth management.
“We are excited to partner with Monarch in delivering its end-to-end digital platform to advisors. In a fee transparent world, we believe the investing public will increasingly seek out holistic wealth management advice,” said Jonathan Georges, Vice President, Wealth Management Solutions, Equisoft Inc.
About Monarch Wealth Corporation
As a boutique firm Monarch has been supporting extraordinary relationships between investors and advisors for four decades. Monarch’s sleek technology platform provides advisors with a seamless interface to manage business complexities, empowering delivery of high quality, independent investment management solutions to investors using a more profitable business model. Its advisors can efficiently provide better advice to more investors with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions. Monarch advisors can provide outstanding service and sound, conflict-free wealth management advice for every stage of an investor’s life.
About Equisoft Inc.
Founded in 1994, Equisoft specializes in the design and development of digital business solutions for the wealth management, insurance and publishing industries. With a growing team of over 215 professionals, Equisoft has offices in Canada, the United States, Latin America and South Africa.
J. Glenn Butt, M.Sc., CIM – Chairman
Monarch Wealth Corporation
(905) 274-8839 x 101
Jonathan Georges, CIM, FCSI
Vice President, Wealth Management Solutions
1 888 989-3141 x 201