Wealth Professional 6.06

Page 53

BROUGHTTO TO BROUGHT YOUBY BY YOU

THE EQUISOFT AWARD FOR

FUND PROVIDER OF THE YEAR WINNER RBC Global Asset Management

FINALISTS BlackRock BMO Global Asset Management Canoe Financial CI Investments Dynamic Funds Franklin Templeton Investments Invesco Canada Mackenzie Investments NCM-Norrep Capital Management

PROUDLY SPONSORED BY

Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) featuring industry-leading user interfaces and state-of-theart technology. In addition, Equisoft is an Oracle Insurance Policy Administration integration partner for some 20 carriers globally. To complete this unique offering, Equisoft brings extensive experience in data migration through its subsidiary, Universal Conversion Technologies. Equisoft has a growing team of nearly 300 specialized resources based in the US, Canada, Latin America, South Africa and India.

RBC GLOBAL Asset Management works hard to maintain its standing as one of the country’s leading asset managers. According to Leah Commisso, senior manager of corporate communications, the firm’s long track record of success, “exceptional history,” and its core principles of value, transparency and choice keep standards high.

“Our clients are at the core of everything we do, and I think day in and day out, the team keeps that in mind. We take that very seriously” LEAH COMMISSO RBC Global Asset Management

“Any sort of recognition like this is a tremendous honour,” Commisso said when accepting the award for Fund Provider of the Year. “There’s stiff competition and lots of great firms out there. The team has put in a lot of work, so it’s nice to receive this kind of honour.” “It’s really important to recognize the contribution of the fund companies to the industry,” said Jonathan Georges, VP of wealth management solutions at award sponsor Equisoft. “In an environment where there are so many pressures on them with fee compression and that type of thing, it’s important to take a break and recognize the distinctive fund companies that offer excellent service and products.”

Leah Commisso RBC Global Asset Management

Jonathan Georges Equisoft

For more information, visit equisoft.com

www.australasianlawyer.com.au

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