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Agency Management System
What You Need to Know About Agency Management Systems
An agency management system (AMS) centralizes insurance distributor operations — from producer onboarding and investment product management to commission reconciliation. Learn what it does and what to look for.Read Article -
Asset Allocation and Wealth Analysis
How Analytics Are Transforming Fund Sales & Distribution
See how investment analysis platforms help fund companies build stronger advisor relationships with data-driven distribution strategies.Read Article -
Asset Allocation and Wealth Analysis
Investment Portfolio Management & Optimization: Complete Guide for Financial Advisors
Understand portfolio management, analysis, and optimization — and discover how modern software tools help financial advisors build better portfolios and demonstrate value to clients. Includes key techniques, common pitfalls, and what to look for in a platform.Read Article -
Advisor Productivity
How Dealers Can Better Support Advisors with KYP Compliance
Equip your advisors with KYP tools, training and support to streamline product research, meet CIRO compliance requirements and build stronger client relationships.Read Article -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
How two different firms have leveraged data and the latest technology to guide clients with informed advice and investment product suitability, without compromising on complianceWatch the Webinar -
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 -
Corporate News
Seventh Consecutive WP Awards Nomination for Equisoft
Equisoft has been selected, for the 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.Read Press Release -
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 Technology to Comply with the Investment Industry's Client Focused Reforms
Canada's Client Focused Reforms raised the bar on KYC and KYP. Learn how the right technology helps advisors stay compliant without drowning in documentation.Read Article -
Asset Allocation and Wealth Analysis
How One Insurer Transformed their Insurance Advisors into Financial Experts
How one insurer found a solution that enabled their insurance advisors to deliver holistic financial advice to their clients.Read Article -
Advisor Productivity
Financial Advisors: Make Your Practice More Profitable
Two simple ways to reliably improve the profit margin and health of your advisory practiceRead Article -
Advisor Productivity
How to Become the First Choice, Go-to Advisor in Your Niche
How financial advisors can tune their practice to take advantage of the benefits that come from specializing in a specific niche market.Read Article -
Quotes & Illustrations
Celent: Illustration systems can improve point-of-sale efficiency
Karen Monks, author of Celent's report “Life Insurance Illustration Systems: North American Edition,'' discusses how illustration tools are table stakes for life insurers, and comments on Equisoft/illustrate's performance.Watch Video -
Corporate News
Equisoft nominated for the Wealth Professional Awards for a 6th consecutive year!
Equisoft announced today that it has been selected as a Finalist for the Readers’ Choice Award for Service Provider of the Year in the 7th annual Wealth Professional Awards.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 -
Quotes & Illustrations
Celent Report: Life Insurance Illustration Systems, 2020
Global research firm Celent conducted a comprehensive review of 10 illustration systems in use by or being marketed for North American life, health, and annuities products.View Research -
Quotes & Illustrations
Why Celent Ranks Equisoft/illustrate as a Top Illustration Solution
The recent 2020 XCelent Life Insurance Illustration Report ranked Equisoft/illustrate as a top-rated solution. In this video Equisoft’s Bruno Leduc explains why.Watch Interview -
Quotes & Illustrations
Celent research ranks Equisoft’s illustration software among the best solutions in North America
Equisoft's insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.Read Press Release
