Financial Horizons becomes the first major Canadian MGA to leverage Equisoft’s integrated insurance and segregated funds platform

The integrated platform will provide a more connected experience and help independent advisors spend less time on administration and more time supporting clients

Kitchener, ON (Sept. 10, 2026) – Financial Horizons, one of Canada’s largest life and health managing general agents (MGA), is pleased to announce a strategic partnership with Equisoft, a Canadian technology provider, for a centralized, fully integrated platform to enhance the capabilities of its independent advisor network. The investment is a foundational step in Financial Horizons’ multi-year technology transformation that takes a phased approach through 2027.

Financial Horizons is the first major Canadian MGA to partner with Equisoft to harness the platform’s full capabilities to bring insurance and segregated funds operations together on a single system.

“We know the challenges independent advisors have faced piecing together client information, and this new partnership is an important step toward creating a single client picture,” said Sean Downey, President & CEO of Financial Horizons. “As advisor and client expectations continue to evolve, we remain committed to investments that help advisors operate more efficiently today so they can spend more time with clients, strengthen relationships and continue growing their businesses for the future.”

The platform will centralize systems that advisors and Financial Horizons teams use every day, replacing fragmented processes with a single, integrated environment. With the full launch slated in 2027, advisors can expect improved reporting and dashboards, better data quality, greater automation and expanded self-service opportunities, reducing manual work and freeing up more time for client-facing advice.

“This technology shift will create benefits that reach beyond independent advisors,” added Downey. “Their teams, clients and our national support teams will all benefit through faster support, stronger collaboration and more efficient problem-solving across our entire ecosystem.”

For the support team specifically, this means now working in the same technology environment as advisors, which will create opportunities to better help advisors, including faster support, improved collaboration and more efficient problem solving.

Financial Horizons selected Equisoft because of its commitment to innovation and its ability to deliver a flexible solution built for the evolving needs of the independent advisor marketplace, now and into the future.

“By understanding and prioritizing the needs of independent advisors, Financial Horizons is setting a new standard for advisor support in Canada,” said Luis Romero, Founder & CEO at Equisoft. “This partnership speaks to the strength of our platform and the years of insurance and wealth management expertise we’ve built to support a transformation of this scale. We’re proud to help bring that vision to life.”

Knowing independent advisors is at the heart of who Financial Horizons is. Representing thousands of advisors across Canada, the company partners closely with advisors to understand their evolving needs and identify opportunities that help them better serve Canadians. Investments like this reflect Financial Horizons’ ongoing commitment to helping advisors and their clients.

About Financial Horizons

Financial Horizons is a leading Canadian managing general agency committed to supporting independent advisors with the expertise, services, products and technology they need to grow and reach their goals. Through its dedicated team and comprehensive solutions, Financial Horizons helps advisors grow their businesses and navigate an evolving financial services landscape. For more information, visit www.financialhorizons.com.

About Equisoft

Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 350 of the world’s leading financial institutions and over 20,000 advisors, Equisoft offers a complete AI-enabled ecosystem–from front-end applications to integrated back-office and pension systems–backed by proven data migration expertise. The firm’s ecosystem serves insurers, distributors, banks, pensions, and asset managers. For more information, visit www.equisoft.com.

SOURCE: Financial Horizons via Proof Strategies

Tags: Equisoft, Financial Horizons Group (FHG), industry first, MGA, partnership, platform