This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Equisoft

This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Website

Past Events

Webinar: PAS Modernization ROI & Beyond – How To Build The Most Compelling Investment Case

10 September 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Join this session to get access to the latest research from Equisoft and Celent. Learn how to define clear metrics (both tangible and intangible…
Webinar: The Digital Future Of Distribution – P.S. It's Happening Now

23 July 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Distribution is disrupted. Value propositions are being re-created. Transformation timelines are getting pushed up. Join our round table discuss…
Webinar: Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role

16 July 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market unce…
Webinar: Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

25 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Remote work. Market volatility. Operational challenges. Yesterday's wish list for digital transformation has become today's set of requirements.…
Webinar: Unlocking The Hidden Value In Your Digital Transformation With Data Migration

18 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

The often-overlooked aspects of digital transformation are the ones that will most often prevent you from reaching success. Join data conversion…
Webinar: Insights From Executives On Major Factors That Determine PAS Modernization Success Or Failure

11 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Join experts from Equisoft and Novarica as they join forces for this informative session that reveals how industry leaders are successfully appr…
Webinar: Lessons Learned From The COVID-19 Crisis & Its Impact On The Future Of Fraternals

4 June 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Fraternal organizations have a long and proud tradition of service to their members, agents and communities. In uncertain times, their role is e…
Webinar: How Insurance Carriers Are Adapting Their Go-To-Market Strategies Using Digital Advisor & Customer Tools

28 May 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

Over the last few years insurance carriers have considered evolving their approach to insurance distribution. While some have invested in new di…
Webinar: Thriving In The Age Of Disruption – Insurance Carrier Strategies For Operating In The New Normal

14 May 2020 11:00 - 12:00 EDT (16:00 BST, 17:00 CEST) United States

The global pandemic has forced change on every aspect of life and business. In this session, we’ll embrace the disruption, and lean on our 25 ye…
Webinar: Getting Your IFRS 17 Compliance Transformation in Gear

25 March 2020 09:00 - 10:00 EDT (13:00 GMT, 14:00 CET) 1250 René-Lévesque Blvd West, 33rd Floor, Canada

Join Marvin Yorke, former KPMG and PwC manager and IFRS 17 subject matter expert, Ruben Veerasamy, Senior Vice President of Caribbean at Equisof…

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Equisoft

This feature is upgradeable

For End Users

For Vendors

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information

Ask an Analyst

Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.

To learn more about subscribing to our service options, please contact us here

Past Events