Equisoft
HQ Address
1250 René-Lévesque Blvd West., 32nd Floor, Montréal, QC H3B 4W8, Canada
Website Address
Business introduction
We're Equisoft
An AI-enabled organization powering digital transformation for the insurance and investment industries with a foundation of mature-tech solutions and intelligent data implementations
Complex challenges, trusted solutions, exceptional people
We’re a technology company powered by a purpose to bring efficient and sustainable financial services to all.
With innovative digital technology solutions that solve the most complex challenges facing the insurance and wealth management industries, we create growth for our clients, partners, employees, and communities.
Equisoft Solutions
equisoft/analyze
Investment analysis and asset allocation tools that create better relationships and more sales Meaningful insights, backed by data Fund and portfolio analytics position wealth professionals as more than just salespeople. Persuasive, custom reports and proposals On-brand, compliant reports and investment proposals bespoke to the wealth professional’s needs. Actionable insights into your business Track investment portfolio recommendations and......
business needs
view solutionequisoft/connect
Prebuilt, deployed and ready to boost productivity Auto-Iintegrate your book of business into the CRM Seamlessly pull client data from our vast gateway network of back-offices. No manual data entry. Get 360º client views with Ssource data connections Up-to-date insurance & investment portfolios are just seconds away. Access every insurance and investment form Do it directly......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
equisoft/plan
Build a comprehensive financial portrait of your client with integrated guidance Right time, right place client info capture An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place. Precise financial needs analysis Retirement and insurance needs projections help you cover every possible variable. Automated recommendations from within the system Accept, reject......
business needs
view solutionequisoft/sync
All your policies, all in one place No matter what PAS your business runs on, Equisoft/sync makes policy changes a cinch. Ultra-fast access to coverage details Deliver up-to-date information customers and advisors need, regardless of the PAS that stores it. Automated services that lower support costs Digitize and automate your key servicing processes to drastically......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
