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

End to end insurance software

Insurance Products & Platforms

Integrated or modular, front and back end systems for manufacturers, distributors and advisors.

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Investment Applications & Tools

For every end of the value chain, from fund manufacturers and broker/dealers, to advisors.

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Implementation Services and Support for OIPA

The world’s leading integrator of the Oracle Insurance Policy Administration system. 100% success.

Globally Used, Locally Supported, With the Most Clients in Production


Industry Experts

Solving the toughest transformations


Financial Institutions

Use our solutions globally



Policy admin clients


Data Migrations

And front end tool implementations

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How We Turn Complexity & Risk Into Success

  • Consultative Client Partnerships

  • Hand Selected, Onshore Teams

  • Investment in the Discovery Phase

  • Industry and Tech Side Experience

Every Day We're Helping Insurance & Wealth Organizations Like Yours to Reach Their Goals

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BMO logo Bank of Montreal
New York Life
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Cooperators logo 2021
Columbian Financial Group
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Hellenic Life
Clear View Logo 2021
Family Guardian Logo 2021
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Shaping the Industry by Solving Adversity

The projects we’ve completed have built our reputation for tackling the toughest financial services industry challenges, the most complex modernizations, and the most difficult data migrations. It’s what we thrive on.

What Every Leader Should Know About PAS Modernization

Policy Administration System

What Every Insurance Leader Should Know About PAS Modernization and Data Migration

Aging policy administration systems are creating a drag on insurers' business processes and hurting their ability to compete.
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Agency Management System

What Every Insurance Distributor Needs to Know About Agency Management Systems

Learn about what's happening in the independent insurance channel and how Agency Management Systems are benefiting MGAs and advisors.
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Wholesaler Productivity

Overcome the Biggest Issues Facing Fund Wholesalers

Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.
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Let's Get Started

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