The Co-operators and Equisoft Launch a Financial Needs Analysis Solution for Clients and Advisors

The Co-operators and Equisoft Launch a Financial Needs Analysis Solution for Clients and Advisors

The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of financial advisors to provide an innovative and client-centric experience when discussing a client’s life and wealth needs, and also represent the first time the Client Portal will be used by a financial institution to increase collaboration between advisors and clients.

WealthElements is a web-based planning solution designed to streamline and optimize advisor workflows at every step of the life and wealth discussion. WealthElements uses a set of advanced sales, compliance and engagement toolsets that integrate seamlessly with a firm’s existing platforms to develop a personalized plan. The Client Portal module is a mobile-friendly, investor-facing tool that leverages robo-technology and allows clients to enter information – like net worth, cashflow and financial objectives – and engage an advisor when they’re ready. Together, WealthElements and the Client Portal help deliver a secure online financial needs analysis experience to investors.

“Our vision is to become our clients’ most valued partner in their financial well-being,” said Tony Gottlieb, Program Director, Wealth Management Strategy at The Co-operators. “Being the industry leader in client engagement is a priority for us, and our clients tell us they want choice in how they interact with The Co-operators. Equisoft’s WealthElements suite and Client Portal allow us to deliver on this request – financial advisors can offer holistic life and wealth solutions that are scaled to the client’s needs, and the client can choose to interact with us in-person, by phone or online. We’re excited to be the first organization to offer the Client Portal in Canada.”

“We’re extremely proud of this achievement for a marquee client,” said Jonathan Georges, Vice President, Wealth Management Solutions at Equisoft.  “Our solution is currently used by thousands of advisors worldwide, but it’s the first official release of our Client Portal module. This is a major milestone for us as we continue to expand our product offering with the objective of supporting our clients in their efforts to remain competitive in an increasingly digital world”.


The Co-operators Group Limited is a Canadian co-operative with more than $48 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 and Corporate Knights’ Best 50 Corporate Citizens in Canada. For more information, visit


Founded in 1994, Equisoft offers advanced digital business solutions to its clients in the insurance and wealth management industries to support their growth. The firm develops and markets innovative front-end applications (InsuranceElements and WealthElements) featuring industry-leading user interfaces and state-of-the-art 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 (UCT). Equisoft has a growing team of over 300 specialized resources based in the US, Canada, Latin America, South Africa and India.

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