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.

End to end wealth software small

Investment Applications & Tools

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

Implementation Services Ferris wheel light

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

Register to The Equisoft Accelerate Webinar Series

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

American Fidelity Logo 2021
BMO logo Bank of Montreal
New York Life
Scotiabank Logo
Cooperators logo 2021
Columbian Financial Group
National Western Life Logo 2021
Hellenic Life
Clear View Logo 2021
Family Guardian Logo 2021
Old Mutual logo 2

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.

A Comprehensive Guide to Customer Experience in the Life Insurance Industry

5 Cores Principles Ebook CARD Image

Policy Administration System

5 Core Principles of Digital Transformation From 6 Top Life Insurers

Equisoft created the Life Accelerated podcast‒to find out from digital transformation leaders in the life insurance industry’s most progressive companies how they are navigating this critical period.
Read eBook
How Distributors Grow Sales Mid Digital Transformation

Agency Management System

How do Distributors Grow Sales in the Middle of Digital Transformation?

The opportunity for distributors, especially in times of significant change like these, is to help their advisors evolve their systems and the tech that supports them in order to remove obstacles and grow their practices.
Read Article
Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution

Advisor Productivity

Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution

Read this article for insight on the three cornerstone technologies that underpin an advisor’s successful transformation into a digitally enabled consultant.
Read Article

Let's Get Started

Contact Us