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Agency Management System
How Insurance Distributors Can Provide Transformative Solutions to Advisor Productivity
A transformative opportunity for distributors to enhance advisor productivity and satisfaction, as well as boosting sales.Read Article -
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 -
Wholesaler Productivity
What All 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 -
Asset Allocation and Wealth Analysis
Invasion of the robo-advisor: Is the threat real?
There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.Read eBook -
Asset Allocation and Wealth Analysis
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook -
Asset Allocation and Wealth Analysis
Blockchain: A disruptive technology with the power to revolutionize financial services
At Equisoft we believe that blockchain technology and its potential implications to the financial services and insurance sectors warrant close attention.Read eBook -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch Webinar -
Financial Needs Analysis
Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group
A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.Read Article -
Asset Allocation and Wealth Analysis
New Entrants Threaten Financial Services Companies
How customer expectations are driving the need for highly personalized service.Read Article -
Wholesaler Productivity
Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game
Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.Read Article -
Asset Allocation and Wealth Analysis
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
Equisoft announced today that it has been selected as a Finalist for the WP Readers' Choice Award for Service Provider of the Year for the 2020 Wealth Professional Awards.Read Press Release -
Financial Needs Analysis
Equisoft Brings an Innovative Investor Benchmarking Tool to the Insurance and Wealth Management Industries
The latest innovation from Equisoft's R&D team leverages the firm's big data and artificial intelligence research to deliver a unique way of gauging investor financial well-being.Read Press Release -
Asset Allocation and Wealth Analysis
Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Mackenzie Investments has won the 2019 Equisoft Fund Provider of the Year Award, presented at the 5th annual Wealth Professional Awards.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft and VieFUND Launch a One-Stop Back-Office & Wealth Planning Solution
Equisoft is excited to announce the launch of a new integration between the VieFUND back-office software and Equisoft's WealthElements wealth planning platform.Read Press Release -
Asset Allocation and Wealth Analysis
The Co-operators and Equisoft launch an innovative financial needs analysis solution for clients and advisors
The Co-operators is pleased to announce the successful implementation of Equisoft's WealthElements suite and Client Portal module.Read Press Release -
Asset Allocation and Wealth Analysis
The Co-operators Selects Equisoft's WealthElements as its Advisor Wealth Planning Platform
Equisoft, a leader in providing digital business solutions to the insurance and wealth management industries, announced today that The Co-operators will implement Equisoft/analyze for advisors and its new Client Portal Module across its financial advisor network.Read Press Release
