MONTREAL, March 27, 2018 /PRNewswire/ - The
Co-operators is pleased to announce the successful implementation
of Equisoft's WealthElementsTM suite and Client Portal
module. These new needs analysis tools allow The Co-operators'
network of financial advisors to provide an innovative and
client-centric experience when discussing a client's life and
wealth needs, and also represent the first time the Client Portal
will be used by a financial institution to increase collaboration
between advisors and clients.
WealthElements is a web-based planning solution designed to
streamline and optimize advisor workflows at every step of the life
and wealth discussion. WealthElements uses a set of advanced sales,
compliance and engagement toolsets that integrate seamlessly with a
firm's existing platforms to develop a personalized plan. The
Client Portal module is a mobile-friendly, investor-facing tool
that leverages robo-technology and allows clients to enter
information - like net worth, cashflow and financial objectives -
and engage an advisor when they're ready. Together, WealthElements
and the Client Portal help deliver a secure online financial needs
analysis experience to investors.
"Our vision is to become our clients' most valued
partner in their financial well-being," said Tony Gottlieb, Program Director, Wealth
Management Strategy at The Co-operators. "Being the industry leader
in client engagement is a priority for us, and our clients tell us
they want choice in how they interact with The Co-operators.
Equisoft's WealthElements suite and Client Portal allow us to
deliver on this request – financial advisors can offer holistic
life and wealth solutions that are scaled to the client's needs,
and the client can choose to interact with us in-person, by phone
or online. We're excited to be the first organization to offer the
Client Portal in Canada."
"We're extremely proud of this achievement for a marquee
client," said Jonathan Georges, Vice
President, Wealth Management Solutions at Equisoft. "Our
solution is currently used by thousands of advisors worldwide, but
it's the first official release of our Client Portal module. This
is a major milestone for us as we continue to expand our product
offering with the objective of supporting our clients in their
efforts to remain competitive in an increasingly digital
world".
About The Co-operators
The Co-operators Group Limited is a Canadian co-operative with
more than $48 billion in assets under
administration. Through its group of companies, it offers home,
auto, life, group, travel, commercial and farm insurance, as well
as investment products. The Co-operators is well known for its
community involvement and its commitment to sustainability. The
Co-operators is listed among the Best Employers in Canada by Aon
Hewitt and Corporate Knights' Best 50 Corporate Citizens in
Canada. For more information,
visit www.cooperators.ca.
About Equisoft
Founded in 1994, Equisoft offers advanced digital business
solutions to its clients in the insurance and wealth management
industries to support their growth. The firm develops and markets
innovative front-end applications
(InsuranceElements and WealthElements) featuring
industry-leading user interfaces and state-of-the-art technology.
In addition, Equisoft is an Oracle Insurance Policy Administration
integration partner for some 20 carriers globally. To complete
this unique offering, Equisoft brings extensive experience in data
migration through its subsidiary Universal Conversion Technologies
(UCT). Equisoft has a growing team of over 300 specialized
resources based in the US, Canada,
Latin America, South Africa and India.
SOURCE Equisoft
