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Equisoft and VieFUND launch integrated back-office and wealth planning solution

par The IJ Staff | March 26 2019 01:30PM

Photo: Rawpixel.com

Equisoft and VieFUND Corporation announced on March 26 the launch of a new integration between the VieFUND back-office software and Equisoft's WealthElements wealth planning platform.

Equisoft is a provider of digital business solutions for the insurance and wealth industries, and VieFUND offers back-office solutions for Canadian investment dealers. The companies say the integration will provide investment dealers and their advisors with access “to a one-stop, back-office wealth planning solution that will improve advisor efficiency in an increasingly competitive marketplace.”

Streamlines workflow

Mark Lafreniere, VieFUND's Chief Operating Officer, says the integration will provide the company’s clients and advisors “with access to an industry-leading wealth planning solution that is automatically populated with their client data – all at the click of a button."

Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft, adds that the integration with VieFUND will help streamline workflows for advisors. "Single-Sign-On (SSO) and client data synchronization features will certainly make financial planning and investment portfolio design and analysis more efficient for advisors on the VieFUND platform."

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