1250 Boulevard Rene-Levesque O, 33rd floor, Montreal, QC H3B 4W8, Canada
Equisoft has the industry-specific expertise and leading-edge solutions to be your preferred technology partner
Equisoft is a privately held company specialized in the design and delivery of advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries.
All Equisoft software systems are developed for optimal scalability and configurability to empower clients. Solutions are webbased, mobile-compatible and fully customizable to meet specific business needs. The company offers innovative front-end applications, such as Equisoft/apply and Equisoft/analyze for advisors, used by thousands of advisors around the world. In addition, Equisoft is an Oracle Insurance Policy Administration for Life and Annuity (OIPA) integration partner for more than 15 insurers globally. To complete this unique offering, Equisoft brings extensive experience in insurance data migration through its subsidiary Universal Conversion Technologies (UCT).
Founded in 1994, Equisoft has a growing team of nearly 400 specialized resources based in the United States, Canada, Caribbean, Chile, South Africa and India. A result-oriented approach. Functional, advanced, customized, relevant solutions. In other words, innovation with a purpose. That is the Equisoft commitment to creating value.
Over the years, Equisoft has evolved from providing cutting-edge, feature-rich sales tools to developing more strategic digital transformation solutions that leverage our indepth knowledge of the life insurance and wealth management sectors.
Our products are as functional and advanced as they can be, allowing us to customize solutions easily, quickly and affordably. But they are also more relevant than ever to our clients. Today, our offering is designed to meet the most complex business challenges (digital transformation, increasing regulations, time-to-market, online user experience, etc.). We are a dynamic company that adapts its solutions to changing business needs. We believe our agility, flexibility and deep industry expertise allow us to provide solutions of value and significance to future-oriented companies. And we pride ourselves on being the very best at meeting the business objectives of our clients in the most cost-effective fashion.
Here are a few other things you should know about us:
Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......
This Is the Solution You’ve Been Waiting For No customization required Specifically built for insurance & financial advisors Built-in pre-filled and fillable industry forms Gateways & data integrationCompliance automation & collaboration Loaded with all the features advisors need, without irrelevant extras Prebuilt, Deployed and Ready to Boost Productivity Auto-Integrate Your Book of Business Into the CRM Seamlessly pull client......
Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......