MONTREAL, June 6, 2012 /CNW Telbec/ - EquiSoft, a leader in the design
and development of digital business solutions for the financial
industry, today announced the launch of WealthElements™, a
customizable, fully-integrated suite of wealth management tools
designed to help financial advisors create industry-leading wealth
management proposals for their clients and prospects. The new suite
leverages the strengths of EquiSoft's flagship Asset Allocation
Analyst™, a software tool trusted by thousands of financial advisors
worldwide since 1995.
The new WealthElements suite includes Asset Allocation Analysis,
Investment Policy Statements, Net Worth, Cash Flow, Retirement Needs,
Education Savings Needs and Insurance Needs modules. More modules, such
as Mortgage versus Investment Analysis, Disability Insurance Needs and
Critical Illness Insurance Needs are to be added in the coming months.
Each of the modules can be used on a stand-alone basis or as part of an
integrated suite, allowing advisors to efficiently generate proposals
customized to any client's particular needs. All modules are integrated
into one industry-leading, investor-friendly proposal.
WealthElements includes robust mutual fund, segregated fund, stock,
Separately Managed Account (SMA) and Exchange-Traded-Fund (ETF) data
from several respected data vendors to ensure timely and thorough
analysis of current and proposed investment portfolios. Also,
WealthElements can be integrated to an advisory firm's back office
system and/or insurance illustration system, minimizing the amount of
data entry required to generate client and prospect proposals.
"Our objective in developing WealthElements is to offer advisory firms
and their financial advisors a streamlined process that couples
comprehensive analysis with speed and efficiency" said Jonathan
Georges, Vice-President, Financial Products at EquiSoft. "With our
one-stop wealth management solution advisors can now produce
industry-leading proposals, literally, within minutes."
Furthermore, because WealthElements supports multiple currencies and
languages and is highly customizable, advisory firms around the world
can leverage EquiSoft's innovative suite to implement an advisor
solution that best meets their specific needs.
About EquiSoft Inc.
Founded in 1994, EquiSoft specializes in the design and development of
digital business solutions including web solutions, software design,
development, integration and technical analysis for the financial and
SOURCE EquiSoft Inc.
For further information:
Vice President, Financial Products
(514) 989-3141 extension 201