The Co-operators Selects EquiSoft’s WealthElements as its Advisor Wealth Planning Platform

Montreal, QC (Oct. 14, 2016) – EquiSoft, a leader in providing digital business solutions to the insurance and wealth management industries, has announced 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,” stated 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 advisors efficiently manage every element of their client’s wealth. This software will allow Co-operators advisors to efficiently provide industry-leading, 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,” said 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.”

About The Co-operators

The Co-operators Group Ltd. is a Canadian co-operative with more than $44 billion in assets under administration. Through its group of companies it offers home, auto, life, group, travel, commercial and farm insurance, as well as investment products. The Co-operators is well known for its community involvement and its commitment to sustainability. The Co-operators is listed among the Best Employers in Canada by Aon Hewitt; Corporate Knights’ Best 50 Corporate Citizens in Canada; and the Top 50 Socially Responsible Corporations in Canada by Sustainalytics and Maclean’s magazine. For more information, visit

About EquiSoft

Founded in 1994, EquiSoft offers innovative business solutions to its clients in the insurance and wealth management industries to support their growth by taking advantage of new technologies. In addition to being an Oracle OIPA integration partner for more than 15 carriers globally, EquiSoft also develops and markets innovative front-end applications (InsuranceElements and WealthElements) recognized as having industry-leading user interface and state-of-the-art technology. To complete this unique offering, EquiSoft also brings extensive experience in data migration through its subsidiary, Universal Conversion Technologies (UCT). Recipient of the 2016 Outstanding Service Provider Award by Wealth Professionals, EquiSoft has a growing team of more than 225 specialized resources based in Canada, the US, Latin America, South Africa and India. For more information, visit

SOURCE: EquiSoft