InFocus: Advisor Technology

The diversification of advising

Having success as a financial advisor in 2016 increasingly means being an excellent all-rounder

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Company Profile

EquiSoft specializes in the design and development of digital solutions for the wealth management and insurance industries. The firm’s innovative product lineup features solutions addressing the ever-changing needs of investors, financial advisors and fund providers. EquiSoft’s flagship products include WealthElements, a web-based platform designed to help investors and financial advisors collaborate in the creation of personalized wealth plans, and PortfolioElements, a web-based solution designed to help fund wholesalers effectively position investment solutions with financial advisors. Founded in 1994, EquiSoft is a Canadian-based company with a growing team of over 200 specialized resources based in Canada, the US, Latin America, South Africa and India.