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Co-operators selects EquiSoft’s WealthElements as wealth planning platform


The Co-operators is to implement EquiSoft’s WealthElements and its new Client Portal Module across its financial adviser network.

The partnership will enhance the wealth planning process for Co-operators financial advisers and clients across Canada.
"We are excited to partner with EquiSoft," says Jim Lund, vice president, wealth strategy at The Co-operators. "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 wanted to provide our clients with a choice on how they interact with us, whether in person, online or by phone. WealthElements is the ideal solution to meet those needs."
WealthElements is an integrated suite of web-based investment, insurance and financial planning tools designed to help financial advisers manage their client's wealth.
The software will allow Co-operators advisers to provide tailored wealth plans to their clients.
Earlier this year, EquiSoft added a Client Portal Module to its toolset. This new module will support advisers 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 adviser service (and vice versa).
"We are very proud to be working with The Co-operators to help them deliver a leading-edge planning platform to their advisers 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 advisers and their clients with a cutting-edge wealth planning experience."

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