Montreal, May 5, 2021 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, 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.
Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth management and financial planning profession by recognizing the leading advisors, teams, brokerages, fund providers and industry service providers for their outstanding achievements, best practices and leadership in the wealth management and financial advisory industries over the past year.
"We are honored to be among the finalists for this prestigious award. We're very proud that our digital transformation products and services are being recognized for helping the industry solve the biggest, most complex problems. We are thankful to be recognized for our unwavering commitment to supporting the wealth industry," commented Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft.
This is the sixth consecutive year that Equisoft has been nominated for this prestigious award, after having the honor of winning it in 2016 and 2019. Winners will be selected by an independent judging panel of industry experts and then revealed at the celebratory virtual awards show happening June 2-3, 2021. The virtual show will also feature live panel discussions with the finalists.
Jean-François Parent, PR & Communications Manager, Equisoft
Jean-Francois.Parent@Equisoft.com, 1 888.989.3141, ext. 70141
Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 75 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise. The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and some 580 experts based in the USA, Canada, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.
About Wealth Professional:
Wealth Professional is a free online information resource for all Canadian advice and planning professionals. It focuses on providing the latest industry news, opinion and analysis, in print and multimedia formats. The site generates newsletters reaching more than 15,000 industry professionals each week. The site's comment and forum arenas actively engage advisors in topical discussion about what matters most to them.