MONTREAL, Oct. 26, 2021 /CNW Telbec/ - Equisoft, a
leading global digital solutions provider to the insurance and
investment industries, announced today a strategic partnership
with Broadridge Financial Solutions, Inc. This agreement comes in
line with both firms' efforts to empower and support the digital
transformation of leading wealth and financial services
institutions.
Equisoft's flexible front-end solution suite that includes
financial planning, CRM, and investment proposal generation will
complement the Broadridge Wealth Platform designed to help
firms gain agility with an open API design.
"Broadridge is a global Fintech leader that delivers a single,
consolidated Wealth Platform designed to modernize a financial
firm's entire business. Our wealth planning solutions are a perfect
fit within this ecosystem," says Anthony
Stockley, Vice President, Wealth Solutions Canada at
Equisoft. "By combining our respective expertise, we now provide
clients with a better overall user experience while driving bottom
line cost efficiencies across the organization."
As a global technology company, with over 25 years of success in
the wealth management sector, Equisoft's technology is built on a
scalable, flexible architecture, and the proven solutions are
trusted by some of the largest financial institutions globally.
Equisoft's financial suite of tools enables clients to provide
insightful portfolio analytics and track investment goals as part
of a comprehensive wealth management plan.
"We are excited to join forces with an innovative technology
company like Equisoft. Our partnership offers an extended suite of
solutions that help wealth and asset management professionals
address the constantly evolving expectations of their clients and
regulators, with tools that uncover needs, deepen relationships,
and drive productivity," said Donna
Bristow, Chief Product Officer, Wealth at Broadridge. "Our
open all-in-one platform increases advisor productivity, optimizes
operational efficiency, and enhances the investor experience. It
will build on the core strengths of the solutions that both
Broadridge and Equisoft offer today to thousands of individual
advisors, broker/dealers, and fund companies."
About Equisoft
Founded in 1994, Equisoft is a global provider of
advanced insurance and investment digital solutions. Recognized as
a valued partner by over 250 of the world's leading
financial institutions
in 16 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 more
than 800 experts based in Canada, USA,
UK, Chile, Colombia, South
Africa, India and
Australia, Equisoft helps its clients tackle any
challenge in this era of digital disruption. For more
information about our products and services, please
visit www.equisoft.com.
About Broadridge
Broadridge Financial Solutions, Inc. (NYSE: BR), a $4
billion global Fintech leader, is a leading provider of
investor communications and technology-driven solutions to banks,
broker-dealers, asset and wealth managers and corporate issuers.
Broadridge's infrastructure underpins proxy voting services for
over 50 percent of public companies and mutual funds globally, and
processes on average more than U.S. $8 trillion in fixed income and equity
securities trades per day. Broadridge is part of the S&P 500®
Index and employs over 12,000 associates in 17 countries.
SOURCE Equisoft