Our resources

Filter by:

Industry Insurance Investment
Topic Advisor Marketing Advisor Productivity Asset Allocation and Wealth Analysis Corporate News Financial Needs Analysis Practice Management Relationship Management Sales Growth for Advisors
Type Article Research Video Press Release Webinar Case Study eBook Interview Product Webinar Workbook
Jean Sabbagh Charles Pedneault François Levasseur Jonathan Georges All Authors

• 

  Advisor Productivity

  Equisoft and VieFUND Join Forces to Transform Wealth Planning and Back-Office Operations

  Equisoft is pleased to announce a strategic integration between VieFUND Corporation, a prominent provider of back-office solutions for Canadian investment dealers.

  Read Article