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.
Wholesaler Productivity
Shawn Gillespie
Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.
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Wholesaler Productivity
Asset Allocation and Wealth Analysis
Financial Needs Analysis
Wholesaler Productivity
Wholesaler Productivity
Wholesaler Productivity
Wholesaler Productivity
Shawn Gillespie
Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.
Read eBook
Asset Allocation and Wealth Analysis
Financial Needs Analysis
Financial Needs Analysis
Rana Biswas
Check out Rana Biswas's key takeaways from Equisoft's CIO Roundtable in Mumbai, India.
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Asset Allocation and Wealth Analysis
Advisor Productivity
Asset Allocation and Wealth Analysis
Charles Pedneault
Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.
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Financial Needs Analysis
Advisor Productivity
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 RogerRead Equisoft Insights from the Evolution Revolution Report that reveal how advisors can:
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.