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Asset Allocation and Wealth Analysis
The Digital Transformation of Fund Sales: How Analytics Are Reshaping Asset Manager and Advisor Success
From legacy processes to data-driven success: How fund companies are rethinking distribution strategies with investment analysis tools that enhance advisor experiences and build lasting competitive advantages.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 and Investment Product Research
By providing advisors with KYP software tools, support, and education, dealers can streamline research and compliance, ensuring advisors efficiently meet regulatory requirements and build strong client relationships.Read Article -
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 -
Asset Allocation and Wealth Analysis
How One Carrier Transformed their Insurance Advisors into Financial Experts
How one carrier 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 -
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 -
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 -
eApplications
Tackling Your Digital Customer Experience Challenges - Key Strategies For Life Insurance Carriers
The rapidly evolving life insurance landscape has presented challenges for carriers around the world. Join us as we look at emerging technologies that will influence the life insurance landscape of tomorrow.Watch the Webinar -
Asset Allocation and Wealth Analysis
What 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
How to move digital advisor and customer tool innovation into the fast lane
Equisoft recently held it's 2019 Client Advisory Board where product experts, top analysts and life insurance company leaders who are at the forefront of digital tool development and implementation met to explore the future of digital agent tools and the industry as a whole.Read Article
