Equisoft

The Globe and Mail selects Equisoft to enhance its advisor-facing ProStation platform

Press Release

Montreal, Canada, November 19, 2018 - Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that it has been entrusted by The Globe and Mail, one of Canada's leading news media companies, to make substantial enhancements to its Globe Advisor ProStation software.

Globe Advisor ProStation is a free subscription-based platform that resides on the Globe Investor section of The Globe and Mail website. The Globe chose Equisoft over several best-in-class software providers to modernize its popular tool for Canadian financial advisors. Equisoft expects to roll out phase one of the upgrades in the fall of 2018.

"Over 20,000 financial advisors have come to rely on Globe Advisor as a trusted resource for financial content and tools," says Phillip Crawley, The Globe's Publisher and CEO. "In partnering with Equisoft, we feel we can bring the advisor experience of our financial tools to the next level."

Equisoft to leverage the strength of WealthElements

Originally launched in 2000, ProStation is designed to help financial advisors attract, retain and manage clients. To breathe new life into ProStation, Equisoft is leveraging key components of its advanced WealthElements platform, one of Canada's leading wealth planning solutions for over 20 years.

Development plans for the ProStation platform include enhancing user interface and system reliability, integrating a more robust set of investment and portfolio analytics, and ensuring the platform can easily evolve in step with future market needs.

"Equisoft is extremely proud to partner with The Globe and Mail, a well-respected resource for financial advisors," says Jonathan Georges, Vice-President, Wealth Management Solutions. "With close to 25 years of experience in developing world-class digital solutions for the investment management community, Equisoft is well positioned to significantly advance the ProStation user experience and help advisors better serve their clients."

About The Globe and Mail

The Globe and Mail is Canada's foremost news media company, leading the national discussion and causing policy change through brave and independent journalism since 1844. With our award-winning coverage of business, politics and national affairs, The Globe and Mail newspaper reaches 6.4 million readers every week in our print or digital formats, and Report on Business magazine reaches 1.6 million readers in print and digital every issue. Our investment in innovative data science means that as the world continues to change, so does The Globe. The Globe and Mail is owned by Woodbridge, the investment arm of the Thomson family. Website: theglobeandmail.com

About Equisoft

Founded in 1994, Equisoft is a global provider of advanced digital solutions for the insurance and wealth management industries. Recognized as a valued partner by some of the world's leading financial institutions, Equisoft offers innovative front-end applications, extensive back office services and unique data migration expertise. The firm's industry-leading products include WealthElements, InsuranceElements, Kronos Finance, Kronos FNA, Personal Retirement Optimizer and RetireWare. With its business-driven approach, deep industry knowledge and state-of-the-art technology, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption. Equisoft has a growing team of nearly 400 specialized resources based in the USA, Canada, Latin America, South Africa and India. Website: equisoft.com

SOURCE: José Quiroz, Marketing Manager, Equisoft, 1-888-989-3141, ext. 273, jose.quiroz@equisoft.com

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