Investment Intelligence You Can Use Right Now

Access the latest investment & wealth intelligence from the experts at Equisoft to guide your modernization journey. Whether you're an asset manager or an advisor, there are several webinars, e-books, articles and more that you can easily access.

Our Wealth Insights

Case Study How a top wholesaler accelerated sales through product positioning

Wholesaler Productivity

How a Top Wholesaler Accelerated Sales Through Product Positioning

Want to Accelerate your Sales? Learn How a Top Wholesaler Did it.

Read Case Study

Top Insights

Clock Pendulum 1920x1080

Wholesaler Productivity

Overcome the Biggest Issues Facing Fund Wholesalers

Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.
Read Article
Customer Projection Screen 1920x1080

Financial Needs Analysis

Taking A Customer-Centric Approach in Financial Services

The changing role of wholesalers and the need for a customer-centric approach in financial services.
Read Article
Electric Scooter 1920x1080

Asset Allocation and Wealth Analysis

How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations

Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.
Read Article

Exclusive Wealth Management Insights Series

Clock Pendulum 1920x1080

Wholesaler Productivity

Overcome the Biggest Issues Facing Fund Wholesalers

Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.
Read Article
Hero Analyze Wholesaler Three Biggest Mutual Fund Wholesaler Challenges 1920x800 1

Wholesaler Productivity

3 Ways Technology Can Optimize the Wholesaler Role

We look at 3 ways technology can help optimize the life of wholesalers.
Read Article
Control Display Room 1920x1080 1

Wholesaler Productivity

Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game

Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.
Read Article
See All Our Wealth Insights

Asset Management

Wholesale space station dark

Wholesaler Productivity

How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices

Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.

Read eBook
Customer Projection Screen 1920x1080

Financial Needs Analysis

Taking A Customer-Centric Approach in Financial Services

The changing role of wholesalers and the need for a customer-centric approach in financial services.
Read Article
Bulb 1200x630 01

Asset Allocation and Wealth Analysis

Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group

A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.
Read Article
View All

Distributor Insights

Server City 1920x1080

Policy Administration System

IT Transformation in Life Insurance, Bancassurance and Wealth Management in India

Check out Rana Biswas's key takeaways from Equisoft's CIO Roundtable in Mumbai, India.

Read Article
Mountain Train 1920x1080

Asset Allocation and Wealth Analysis

New Entrants Threaten Financial Services Companies

How customer expectations are driving the need for highly personalized service.
Read Article
Business Man Running To Flag On The City 1920x1080

Asset Allocation and Wealth Analysis

The Evolving Investment Distribution Landscape

The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.
Read Article
View All

Advisor Insights

Power Socket 1200x630

Advisor Productivity

The Ultimate Advisor Guide to Supercharging your Practice

Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.

Read eBook
Laptop with Legal Icons 3840x1540 01

Financial Needs Analysis

5 ways advisors can take the stress out of compliance

How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient.
Read Article
Connect marketing 1920x800

Advisor Productivity

3 Steps to implementing a strategic marketing system for your practice

Three steps financial advisors can take to implement a strategic marketing system which helps build your brand, find great prospects and grow your business.
Read Article
View All
Roger Soppe

Roger Soppe

Insurance Advisory Leader

Roger has over 25 years experience in the life insurance industry and has helped countless carriers in their modernization journey. He’s an industry leader known for his thought leadership, strategy, and consulting expertise.

See more insights from Roger
Contact Roger

Equisoft Insider Insights

Jan 2021: Technology Enables a New Approach to the Advisor Role

Read Equisoft Insights from the Evolution Revolution Report that reveal how advisors can:

  • Keep the pipeline full—in disrupted times
  • Leverage tech to redefine their role
  • Create sustainable growth

--> Read the article

Crank Up Your Wholesaler’s Portfolio Design Game

Read the Article

Our Video Insights

Getting Past Uncertainty How Distributors Broker Dealers Can Thrive In The New World
71306EFE-1141-4B9F-9807-F23D12621125

Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.

View All

Looking for More?

See All Insights