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GBST unveils Equate calculator suite for firms with customised data insights

By Gloria Mathias

September 12, 2023

  • Acquisition
  • Advice Intelligence
  • Advisory platform
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GBST, Advice Intelligence, Acquisition, Cloud Based, Advisory platform, WealthConnect, Equate, Calculator SuiteGBST, a provider of wealth management administration, adviser and digital solutions has launched its new and upgraded Equate suite of calculators, making them more customisable and user-friendly.

The range, which was launched in 2009 and is used by more than 100 financial services organisations globally, comprises 31 powerful and interactive online calculators across lending, wealth management, insurance, and tax.

As part of the upgrade, the Equate suite has transitioned to React, a modern software framework that provides Equate calculators with a more intuitive user interface. The new technology allows additional visual layouts in the results section and more control over enabling, disabling, and editing buttons and icons.

This feature gives organisations greater choice and flexibility when setting up and displaying the calculators on their website and enables faster rendering for a smoother user experience. It also improves insights with visual layouts highlighting different aspects of the data, allowing clients to gain new insights into how end users interact with the tool. Cross-platform compatibility and omni-channel access on a variety of devices and platforms continue to be benefits of the React framework.

Brianna Dobing, Head of Digital at GBST said, “Integrated directly into an organisation’s website or portal, the tools drive customer engagement, increase lead generation and support new business while delivering customer insight to help product development. The new technology is an important investment in the future of Equate, that will enable us to deliver even greater design and modular flexibility over how providers can use our calculators.”

Robert DeDominicis, Global CEO of GBST noted, “The upgrade to our Equate calculators closely follows the transformation of our Composer wealth management administration platform to create a leading SaaS solution that’s cloud-ready, accessible, and simple to integrate. The ongoing investment across all our technology, alongside our recent acquisitions that have added adviser solutions to our offerings, demonstrate our commitment to continued innovation, providing a modern framework to quickly adapt to the needs of the market, our clients, and the end customer evolve.”

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