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Equisoft in Canada

Equisoft began here in Montreal over 30 years ago and has expanded into every region around the globe. We continue to partner with the leading Canadian financial services companies, providing the solutions that help them solve their biggest challenges and grow competitive advantages.

250 René-Lévesque Blvd West., 32nd Floor,
Montréal, Quebec, H3B 4W8
Canada
+1 514 989 3141
+1 888 989 3141

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Proven Experience in the Canadian Market

Fidelity investments
Desjardins
Sun Life logo
Monarch Wealth
UV Assurance
The Equisoft centralize software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the risk of error.

Gino-Sébastian Savard

President, Mica cabinets de services financiers

This software has helped us automate 85% of our business processes straight through, without any kind of intervention. It’s indispensable.

Canadian Financial Institution

Equisoft’s solution is purpose-built for wholesalers, asset management firms can now arm their sales force with an easy-to-use and intuitive tool that leverages the power of Lipper data to illustrate the value of their investment products

Robert Jenkins

Global Head of Research at LSEG (London Stock Exchange Group)

I’ve been using this cloud-based software since 2008 and have gained 100% mobility, 30% free time, 25% more income and 20% added-value on my book of business. I couldn’t do without it.

François Laporte

Financial Advisor and Broker Representative

In my 30 years in this industry, I searched for a comprehensive software that would allow me to best serve my clients. The tool offered by Equisoft is very comprehensive, once you know how to fully utilize all the capabilities it is second to none

Valeurs Mobilières WhiteHaven

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Read Our Case Study in Canada

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How a Modern Policy Admin Solution Transformed Columbian Financial Group

CFG wanted to retire the legacy core systems that had become an obstacle to future growth. Consolidating them into a single modern PAS would lower cost and enable the development of new products more easily.

Read Case Study

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Watch this webinar to find out what our expert panel of project veterans reveals about why projects are often less successful than anticipated‒and how to avoid that fate in future.
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