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Pensions
FCA and Almost All Platforms need a Damascene Conversion
Selling one share class to buy another, discounted class, creates risk. What can be done?Read Article -
Pensions
Outdated HMRC Systems Create Challenges for Pension Tax Refunds
HMRC systems are outdated and not well suited to the flexi-access pension's world we currently live in. This means, most people don’t get to spend the cash they’re entitled to.Read Article -
Pensions
The Industry Secret the Press Isn’t Covering: ISA and Pension Account Transfers Can Be Completed in a Day
While there is no doubt that the industry has a long way to go in terms of transfers, it is important to look at the factors that contribute to good customer experience in order to figure out how to best handle poor customer service.Read Article -
Pensions
Creating an open and competitive framework for pension dashboards will accelerate innovation
Open standards, competition, and innovation are valued highly by the DWP, yet many of the most important choices favour centralized funding, a single supplier, and centralized infrastructure.Read Article -
Pensions
Are the FCA’s new Market Transfer Regulations making matters worse?
Over a year ago, the FCA’s Market Transfer Regulations came into effect. And still, investors are waiting to see the benefit.Read Article -
Pensions
A year in review: UK Electronic Investment Transfers Market 2021
389 live counterparties enable electronic account/portfolio transfers and re-registrations as of the end of 2021.Read Article -
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 -
Corporate News
Equisoft continues global expansion with U.K. acquisition of investment and pension management solutions provider Altus
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market.Read Press Release -
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 -
Advisor Productivity
Technology Enables a New Approach to the Advisor Role
Thoughts based on Equisoft Insights and the Evolution Revolution Report: • How can advisors keep the pipeline full—in disrupted times? • How can advisors leverage tech to redefine their role? • How do they create sustainable growth?Read Article -
Asset Allocation and Wealth Analysis
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Advisor Productivity
20 Questions Every Advisor Should Ask During Prospect and Client Meetings
Prospect and client meetings are critical activities for advisors. They are your best chance to build relationship with your clients, develop trust, uncover needs and help them reach their goals.Read Article -
Wholesaler Productivity
See what Equisoft/analyze can do for you
Equisoft/analyze is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.Watch Video
