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Business introduction

Solution-driven innovation for insurance, wealth management and data conversion

EquiSoft is an IT consulting services firm specializing in the design and development of business solutions, including web solutions, software development/integration or technical analysis.

Our expertise ranges from business requirements analysis to the integration and deployment of complex technological architecture. We also specialize in web marketing with consulting services such as content analysis, information architecture, search engine optimization and web analytics.

EquiSoft Solutions

Personal Retirement Optimizer (PRO)

Personal Retirement Optimizer (PRO) aims to maintain the current standard of living by analyzing current income levels and deducting expenses that are not applicable in retirement. The application then simulates the effects of drawing the required amounts from different savings and revenue sources once in retirement to arrive at an......

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WealthElementsis a comprehensive, customizable and integrated web-based software designed to help financial advisors create plans addressing every element of their clients’ and prospects’ wealth. WealthElements is a cloud-based, proposal-generating software designed to help advisors implement an efficient, systematic and scalable business model. Each of the WealthElements modules can be used on its......

business needs
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