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The Co-operators Selects EquiSoft’s Wealth Planning Platform

Staff Writer | October 12, 2016

EquiSoft announces that The Co-operators will implement WealthElements and its new Client Portal Module across its financial advisor network. The partnership will enhance the wealth planning process for Co-operators financial advisors and clients across Canada.

“We are excited to partner with EquiSoft,” says Jim Lund, vice president, wealth strategy at The Cooperators. “Our goal is to offer our advisors a user-friendly, flexible and scalable planning tool to address wealth management, life insurance, and living benefits needs in a holistic manner. Additionally, we want to provide our clients with a choice on how they interact with us, whether in person, online or by phone.”

WealthElements is an integrated suite of web-based investment, insurance and financial planning tools designed to help financial advisors efficiently manage every element of their client’s wealth. This software will allow Co-operators advisors to efficiently provide tailored wealth plans to their clients. Earlier this year, EquiSoft announced the addition of a Client Portal Module to its toolset.

This new module will support advisors with client or prospect data capture, investor profiling, investment portfolio selection, as well as simple financial planning and insurance planning. It will also allow seamless transition from automated service to full advisor service (and vice versa) when warranted.

“We are very proud to be working with The Co-operators to help them deliver a leading-edge planning platform to their advisors and clients,” says Jonathan Georges, vice president, wealth management solutions at EquiSoft. “I believe this will be a great partnership that will provide Co-operators advisors and their clients with a cutting-edge wealth planning experience.”

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