Equisoft
HQ Address
1250 René-Lévesque Blvd West., 32nd Floor, Montréal, QC H3B 4W8, Canada
Website Address
Business introduction
Welcome to Equisoft. Our strategic digital transformation products and services create solutions that solve the biggest, most complex problems facing the insurance and investment industries
Digital solutions and services for insurance and investment professionals
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
Analyze for Advisors
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......
business needs
view solutionEquiSoft Connect
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......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
EquiSoft Plan
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......
