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WealthElements

EquiSoft, Inc.

WealthElements is a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of the client's wealth.

  • Streamlined process with the right balance between comprehensive analysis and ease of use
  • Client data import through CRM or back-office system integration saves times
  • Aggregation of a broad range of investment product data eliminates the need to access multiple applications and saves money
  • Tablet-friendly interface
  • Customizable, client-friendly proposals in PDF format
  • Supports multiple currencies
  • Available in multiple languages

Contact

José Quiroz, Marketing Advisor

111 Duke St.
Suite 4500
Montreal, Quebec H3C 2M1 ca

Phone: 514-989-3141
Fax: 514-989-3140
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