Recognized as one of the Canadian financial industry's top honours, this award acknowledges companies with a proven track record of providing financial planners and advisors with superior support in addressing their clients' needs.
"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", added Romero.
About EquiSoft Inc.
Founded in 1994, EquiSoft specializes in the design and development of digital business solutions for the wealth management and insurance industries. In addition to being an Oracle OIPA integration partner for more than 15 carriers globally, EquiSoft also develops and markets innovative front-end applications (WealthElements, PortfolioElements and InsuranceElements) recognized as having industry-leading user interface and state-of-the-art technology. To complete this unique offering, EquiSoft also brings extensive experience in data migration through Universal Conversion Technologies (UCT), an EquiSoft subsidiary. With its advanced technology tools, a seasoned integration team and a unique data migration expertise, EquiSoft is able to provide financial institutions with turnkey solutions. EquiSoft has a growing team of over 200 professionals operating from Canada, the United States, Latin America and South Africa.