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Equisoft in Europe

Our acquisition of Altus and the opening of new offices in Bath have enabled us to expand our ability to serve financial institutions across the UK's financial sector. Our consultancy and comprehensive back-end office solutions give our partners the ability to realize the full potential of their digital transformations and are reshaping the UK pension industry.

Bath Quays South,
1 Foundry Lane,
Bath, BA2 3GZ
England
+44 (0) 1225 438 000

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Our Products

Equisoft/manage

A fully integrated SaaS policy administration system for life, group and annuities, packed with flexible modules that ensure self-sufficiency.

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Equisoft/centralize

Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform.

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Equisoft/illustrate

Powerful insurance illustration software that helps your advisors present like pros, because it does everything for them. Recognized by Celent as an industry leader in the 2020 life illustrations report.

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Equisoft/analyze

Our application helps wealth professionals effectively compare investment products, design suitable portfolios and create powerful proposals and presentations. Ideal for advisors, small firms, larger enterprises and fund companies.

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Equisoft/connect

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

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Equisoft/plan

Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.

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Equisoft/apply

Quickly and easily design the digital application form to match your insurance products and facilitate straight-through-processing.

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Equisoft/sync

Support your agents and their clients with a rapid revolution in your digital engagement strategy. All with one out of the box solution that increases efficiency and integrates with multiple sources of policy data.

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See our Proven Experience

Old Mutual
Canaccord
National Western Life
GCU
Columbian Financial Group
We chose Equisoft/manage pre-configured SaaS solution to rapidly modernize our technology platforms. Equisoft has ensured a fast and painless transformation and we are thrilled with the impact this solution has had in our market

Scott Schuetz

GCU COO

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

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

Implementing a new core policy administration platform is a key component of our modernization efforts and growth initiative. The flexibility of a modern, configurable and scalable solution such as the Oracle platform certainly impressed us and the depth of experience that Equisoft brings to a project was also key in helping us make our decision.

Greg Owen

SVP & CIO at National Western Life

Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds

Jeanne Clarke

Senior Vice President at CFG

We are Members of

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Read Our Resources from Europe

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Equisoft Becomes First Vendor to Support Electronic Defined Benefit Transfers

Equisoft’s continued strong support for open standards will improve transfer times and deliver significant savings to administrators.

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Related Resources

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Pensions Dashboards Readiness: Essential Steps and Supporting Tools

During this webinar, our Pension Fusion Product Manager, David Poynton along with guest speakers will walk through the industry toolkits available to Trustees, TPA’s & Providers.
Watch Webcast
Come again? UK pension transfer services slowed by ‘language barriers'

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Come again? UK pension transfer services slowed by ‘language barriers'

In the UK, transfer services are split among several incompatible services. The transfer tends to fall between the cracks if the two suppliers do not use the same service.
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Pensions Dashboards Programme: Keep Calm and Carry On!

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Pensions Dashboards Programme: Keep Calm and Carry On!

Although there has been frustration at the lack of clarity on the revised staging dates for pension providers and administrators, or even the Dashboard Availability Point (DAP) the general consensus was that the decision to delay was the right one
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A Transformation Journey Is No Walk in the Park. We Can Help

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