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THE EQUISOFT AWARD FOR FUND PROVIDER OF THE YEAR


 

Description

 

The Fund Provider of the Year is awarded to the fund company consistently delivering superior advisor service while pushing the boundaries with innovation and Industry best practices.

 

Judges' Criteria

 

  • Effective client relationship management strategies for superior service and stakeholder engagement
  • Administration or technology solutions where strategic thinking, collaboration and excellence have made a key impact with advisors
  • Striving to enhance the industry in strategies within corporate social responsibility, diversity and inclusion, and Responsible Investment (PRI) initiatives

 

This award brought to you by:

 

Equisoft wpa partners

 

Nominate for this award