Now is the time to invest in the future. With the most robust and complete advisor solutions in Canada.

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No Compromise

  • Trusted by over 20,000 advisors in Canada
  • Best of breed, integrated solutions to choose from

- CRM

- Financial needs analysis

- Multi-Carrier quoting (LifeGuide)

- Fund Comparison and investment proposals

  • One platform, powered by 80+ data feeds across carriers, distributors, insurance and investment.
  • Partner integrations that counts.
  • AdvisorFLow, TChatNsign, LifePlan, Mailchimp, Docusign, Leadfox
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LifeGuide + Equisoft/plan

Powered by Lifeguide, generate coverage proposals with premiums from our FNA Equisoft/plan!

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Now Available

  • Launch a digital marketing campaign with Mailchimp in minutes!
  • Prefill PDFs automatically from your contacts and send them directly for eSignature with Docusign, from the comfort of /connect!
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Equisoft: Elevating Advisors with Enterprise-Grade solutions

  • Equisoft stability, continuously reinvest profits to enhance and evolve products.
  • SSAE18 SOC2 Certified with constant audit.
  • 100+ insurance experts supporting growth and enabling strategic development.
  • Open API, integration ready.
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Coming Soon

  • Run premium quotes from /connect , thanks to Lifeguide.
  • Launch advisor illustrations-eApp directly , one click away.
  • Unlock advanced documents collaboration with our newest partner SideDrawer.
  • 7000+ integrations points through Zapier ! Unlimited potential!

Contact us for more information

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