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Financial Needs Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Advisor Productivity
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook -
Asset Allocation and Wealth Analysis
Blockchain: A disruptive technology with the power to revolutionize financial services
At Equisoft we believe that blockchain technology and its potential implications to the financial services and insurance sectors warrant close attention.Read eBook -
Agency Management System
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
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.Watch Webinar -
Wholesaler Productivity
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.Watch Webinar -
Asset Allocation and Wealth Analysis
What Asset Managers Should Know About Successful Digital Transformation
We sat down with Equisoft’s Shawn Gillespie, Vice President, Wealth Solutions, USA, to discuss the changes sweeping through the wealth industry and how Equisoft can help manufacturers, distributors and advisors succeed in their digital transformation.Read Interview -
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 -
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 -
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 -
Asset Allocation and Wealth Analysis
New Entrants Threaten Financial Services Companies
How customer expectations are driving the need for highly personalized service.Read Article -
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 -
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 -
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 -
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 -
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 -
Corporate News
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the Year
Equisoft was proud to hand out the 2020 Equisoft Fund Provider of the Year Award to Dynamic Funds, who stood out among eleven top-rated finalists for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry best practices.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft Brings an Innovative Investor Benchmarking Tool to the Insurance and Wealth Management Industries
The latest innovation from Equisoft's R&D team leverages the firm's big data and artificial intelligence research to deliver a unique way of gauging investor financial well-being.Read Press Release
