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Corporate News
Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors
The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.Read Press Release -
Corporate News
Equisoft and VieFUND Join Forces to Transform Wealth Planning and Back-Office Operations
Equisoft is pleased to announce a strategic integration between VieFUND Corporation, a prominent provider of back-office solutions for Canadian investment dealers.Read Press Release -
Corporate News
Equisoft Becomes First Vendor to Support Electronic Defined Benefit Transfers
Equisoft’s continued strong support for open standards will improve transfer times and deliver significant savings to administrators.Read Press Release -
Corporate News
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023
Equisoft response to DWP’s Policy Proposal – Tuesday 5 September 2023Read Press Release -
Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead Press Release -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Corporate News
Broadstone selects Equisoft’s Pension Fusion as Pensions Dashboards ISP
Broadstone selects Equisoft to connect its clients to the Pensions DashboardsRead Press Release -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release -
Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
Asset Allocation and Wealth Analysis
Pension Dashboards Are Becoming a Reality
In 2002, the government published a Green Paper on working and saving for retirement. It included the first reference to an online planner where people could see all their pensions in one place with an estimate of the income they were likely to receive in retirement.Read Article -
Advisor Productivity
Equisoft Launches All-Inclusive Online Hub for Financial Advisors
Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.Read Press Release -
Mutual Fund Fact Sheets
Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements
Fund Compare Module of Equisoft/analyze Helps Wealth Professionals and their Firms Comply with Regulatory Requirements in CanadaRead Press Release -
Advisor Productivity
Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution
Read this article for insight on the three cornerstone technologies that underpin an advisor’s successful transformation into a digitally enabled consultant.Read Article -
Mutual Fund Fact Sheets
How to Solve 5 Mutual Fund Fact Sheet Production Headaches
Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.Read Article -
Asset Allocation and Wealth Analysis
Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms
The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).Read Article -
Wholesaler Productivity
What do Financial Advisors Want from Mutual Fund Wholesalers?
What financial advisors really want from wholesalers—and what they’re not always getting.Read Article -
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 -
Advisor Productivity
How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales
This case study reveals how one carrier implemented Equisoft/analyze for advisors as part of a successful strategy to build a new investment capability within their existing advisor force.Read Case Study
