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Investment Transfers
UK Electronic Investment Transfers Market: Q4 2025 Review
The Q4 2025 review highlights steady growth in the UK electronic investment transfers market.Read Article -
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 -
Corporate News
Equisoft takes home three awards at the 2025 System In The City Fintech Awards
Global digital solutions provider was recognised in the following categories: Best Transfer System, Contribution to Industry Standards and Excellence in Product Development.Read Press Release -
Investment Transfers
Making Transfers Better: Achieving Faster, Smarter Transfers Through Integration
In this webinar, industry experts unpacked the realities of integration in today’s investment transfers market — and reveal what’s truly possible.Watch the Webinar -
Investment Transfers
Making Transfers Better: What You Need to Know About Electronic Conversions
In this webinar, industry experts will explore the evolution of investment transfers from traditional paper-based methods to modern electronic conversion systems.Watch the Webinar -
Agency Management System
How Equisoft/centralize, Equisoft/plan and Equisoft/connect integrations help your advisors work smarter and grow faster
See how Equisoft/centralize, Equisoft/plan, and Equisoft/connect help your advisors work smarter and grow faster.Read Article -
Corporate News
Equisoft Expands VP Simon Richardson’s Role to Drive Growth Across UK and Europe
Equisoft, a leading global provider of digital solutions for the insurance and wealth industries, has broadened Simon Richardson’s mandate as Vice President, MEA & APAC, to now include leadership of sales and account management in the UK and Europe.Read Press Release -
Investment Transfers
UK Electronic Investment Transfers Market: Q1 2025 Review
The Q1 2025 review highlights steady growth in the UK electronic investment transfers market.Read Article -
Asset Allocation and Wealth Analysis
Everything You Should Know About Portfolio Analysis, Management & Optimization
Discover investment portfolio management, analysis, and optimization and how they maximize returns and minimize risk in today's financial landscape.Read Article -
Future of Insurance
Celebrating a Real Milestone! 30 Years of Success
Elevate 2024 brought together global clients and industry leaders in Montreal for two days of insights, hands-on workshops, and product showcases.Watch Video -
Corporate News
At least 50% of schemes will be using Pension Fusion for Pensions Dashboards
Ahead of the industry’s first schemes planning to connect in early 2025, Pension Fusion – the Integrated Service Provider (ISP) developed in partnership by ITM and Equisoft – has been selected by over 40 organisations as their connection method to Pensions Dashboards.Read Press Release -
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 -
Corporate News
Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients
Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.Read Press Release -
Asset Allocation and Wealth Analysis
Transforming Investment Management: The Rise and Risks of Model Portfolio Services
This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.View Research -
Corporate News
Equisoft Wins “Best Transfer Automation System” and “Excellence in Product Design” at Systems in The City Financial Technology Awards 2024
The awards are amongst the UK financial sectors’ top honours and acknowledge tech providers' achievements in enabling financial organisations to grow their business and meet their clients' needs.Read Press Release -
Asset Allocation and Wealth Analysis
KYP in Action: Success Stories from the Front Lines
Get detailed insights from two different firms that have excelled at integrating KYP into their daily operations to enhance compliance and improve client outcomes. Gain actionable advice to help adapt these strategies to your business.Watch the Webinar -
Corporate News
Equisoft’s David Poynton appointed to Pensions Dashboards advisory group
David is one of eight new members of the group tasked with providing insights to shape the delivery of dashboards programme.Read Press Release -
Corporate News
Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors
The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.Read Press Release
