The EquiSoft Award for
BROUGHT TO YOU BY:
Fund Provider of the Year
WINNER ELISABETH PREFONTAINE BlackRock/ iShares
“It is a pleasant surprise. I would like to thank Warren Collier, head of iShares Canada, and of course our CEO at BlackRock, Marcia Moffat” AFTER MORE than two decades in the industry, and currently the head of wealth sales in Canada for the world’s largest asset manager, BlackRock, Elisabeth Prefontaine knows a thing or two about how a firm gets to and stays at the top of the industry as competitive as this one. “There are so many products available now and more choice than ever,” she said soon after accepting the award at the Liberty Grand. “The quality of the advice is also much higher. We also try to do our best to be creative and
innovate to serve our clients.” BlackRock’s iShares products are testament to that spirit of innovation as ETFs continue to grow in prominence across the industry. With an AUM now exceeding the $1 trillion mark, the iShares branch of BlackRock’s business now represents a quarter of the parent company’s total assets under management. No surprise, then, that it took home this year’s Fund Provider of the Year prize, further confirmation of its dominance in the wealth management space.
AWARD SPONSOR EquiSoft specializes in the design and development of digital solutions for the wealth management and insurance industries. Founded in 1994, EquiSoft is a Canadian-based company featuring a growing team of over 200 professionals with offices in Montreal, Philadelphia, Dallas, Cape Town and Santiago. EquiSoft’s innovative product lineup includes solutions addressing the ever-changing needs of investors, financial advisors and fund providers. The firm’s flagship products include WealthElements, a web-based platform designed to help investors and financial advisors collaborate in the creation of personalized wealth plans, and PortfolioElements, a web-based solution designed to help fund wholesalers effectively position investment solutions with financial advisors. For more information, visit equisoft.com
“We are really impressed with the dedication these companies have to the financial advisors and investment community” JONATHAN GEORGES Wealth Management Solutions
FINALISTS Manulife Investments Dynamic Funds Edgepoint Wealth Management Invesco Canada CI Investments iShares by BlackRock
COMMEMORATIVE GUIDE WP AWARDS 2016
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