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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 VieFUND Join Forces to Transform Wealth Planning and Back-Office Operations
Equisoft is pleased to announce a strategic integration between VieFUND Corporation, a prominent provider of back-office solutions for Canadian investment dealers.Read Press Release -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release -
Pensions
Wealth Managers: Take Notice of Share Class Conversions
In its December 2019 policy statement, the FCA announced that share class conversions must be supported. How will this have an impact on wealth managers?Read Article -
Agency Management System
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Asset Allocation and Wealth Analysis
The Evolving Investment Distribution Landscape
The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.Read Article
