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Tech Directory Product Detail

    Wealth Management Tools

    EquiSoft, Inc.

    Contact: Mike Donati, VP-Insurance Business Development, Address: 111 Duke St., Suite 4500, Montreal, Quebec, CAN, H3C 2M1, Phone: 514-989-3141, Fax: 514-989-3140, Email: mike.donati@equisoft.com, Website: www.equisoft.com/insurance/
    Product Description:

    WealthElements is a comprehensive, customizable and fully integrated suite of tools designed to help financial advisors manage every element of their clients’ wealth.