Benzinga | Oct 26, 2021 09:31AM EDT

Broadridge Canada Says Partners With Equisoft To Enhance Wealth Technology Platform With Innovative Front-End Solutions

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."