Title
10.08.2017 to 22.08.2017
at P3
Wealth
Equisoft and VieFUND Launch a One-Stop Back-Office & Wealth Planning Solution
26.03.2019

Montréal, March 26, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, and VieFUND Corporation, a leading back-office solution provider for Canadian investment dealers, are excited to announce the launch of a new integration between the VieFUND back-office software and Equisoft’s WealthElements wealth planning platform.

The integration will provide investment dealers and their advisors with access to a one-stop, back-office wealth planning solution that will improve advisor efficiency in an increasingly competitive marketplace. “The new integration provides our customers and advisors with access to an industry-leading wealth planning solution that is automatically populated with their client data—all at the click of a button,” says Mark Lafreniere, VieFUND’s Chief Operating Officer.

“Our new integration with VieFUND will help streamline workflows for advisors,” says Jonathan Georges, CIM, FCSI, Vice President, Wealth Management Solutions at Equisoft. “Single-Sign-On (SSO) and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform.”

About VieFUND

VieFUND is a software development and consulting firm, specializing in servicing Investment Dealers in Canada. An innovation leader in the industry, VieFUND offers a state of the art back-office web-based application that allows Investment Dealers to run more efficiently, reduce costs and increase productivity. Website: viefund.com.

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, advisor 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 350 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:

Equisoft

Jean Sabbagh, Vice President, Marketing
1-888-989-3141, ext. 122
jean.sabbagh@equisoft.com

VieFUND
Mark Lafrenière, COO
1-613-680-1279
mark@viefund.com