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THE CO-OPERATORS AND EQUISOFT LAUNCH AN INNOVATIVE FINANCIAL NEEDS ANALYSIS SOLUTION FOR CLIENTS AND ADVISORS

Staff Writer | March 27, 2018

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”.


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