Montreal-based Equisoft Inc. has launched a bilingual online resource, including calculators, benchmarks, thought leadership and customer relationship software for insurance and wealth advisors.
“We’re trying to pull everything into one hub, under one roof [so] there is one place where all these tools and all these calculators live,” Webb said on Tuesday.
The “one-stop shop” will also include webinars on topics such as recession readiness for financial advisors.
“We’ll have a lot more content coming up in the future for insurance and financial advisors,” Webb said, adding the online resource includes the existing Equisoft/connect customer relationship management software used by some Canadian wealth management firms.
Equisoft/connect is designed to help advisors spend less time managing data and automate tedious tasks, a release said. The three tiers of plans range from $100 to $250 per month.