Montréal, April 14, 2022 – Equisoft proudly announced today that it has been selected, for a seventh consecutive year, among the finalists to receive the WealthTech Service Provider of the Year Award at the WP Awards annual wealth management industry event.
Presented by Wealth Professional magazine, the WP Awards event celebrates excellence in the Canadian wealth management and financial planning profession by recognizing the leading advisors, teams, brokerages, fund providers and industry service providers for their outstanding achievements, best practices and leadership in the wealth management and financial advisory industries over the past year.
The WealthTech Service Provider of the Year Award acknowledges the contributions of an organization with a proven track record of providing the financial planning and wealth management industry with exceptional services and tools to better serve their clients.
"We are honored to be featured, again this year, among the contenders for this prestigious award recognizing the undeniable contribution of technology to the success of all industry stakeholders,” commented Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft. “Congratulations and best of luck to all the nominees!”
This is the seventh consecutive year that Equisoft has been nominated for this prestigious award, after having the honor of winning it in 2016 and 2019. The 2022 winners will be selected by an independent judging panel of industry experts and revealed at the celebratory awards show presented live in Toronto on June 1st.
Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 220 of the world’s leading financial institutions in 16 countries, Equisoft offers a complete ecosystem of solutions, from innovative front-end applications to extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and expert teams based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit www.equisoft.com.
About Wealth Professional
Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week. The site's comment and forum arenas actively engage advisors in topical discussion about what matters most to them.
Source: Jean Sabbagh, Vice President, Marketing, Equisoft, firstname.lastname@example.org, 1 888.989.3141, ext.122