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Equisoft recognized for the quality of its service to advisors

By Andrew Rickard | June 13 2016 11:35AM

At the recent Wealth Professional Awards event in Toronto, Equisoft was named “Outstanding Industry Service Provider of the Year”.

The award, which was presented on June 2, recognises companies that have a track record of providing financial planners and advisors with superior support in addressing their clients’ needs.

Based in Montreal, EquiSoft develops tools that help advisors provide illustrations and financial needs analysis, and it also offers integration services for life, annuity, and health insurers and wealth management companies.

Leveraging technology

“For over 20 years, EquiSoft has been specializing in business solutions that address the needs of the wealth industry and adding value with a unique industry-specific expertise”, said Luis Romero, founder and president of the firm. “We are very proud to receive this award which recognizes EquiSoft’s continuous efforts in helping advisors improve their operational efficiency and leverage technology to grow their business”.

Earlier this year, the software company purchased the Dallas-based Universal Conversion Technologies. As we reported in April, it is also offering a robo-portal for advisors.

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