Title
10.08.2017 to 22.08.2017
at P3

Transform your business

Transform your business

Boost your development efforts with Equisoft’s advanced digital solutions for the insurance and wealth management industries.

Strategic solutions optimized through a deep understanding of your business goals and challenges.

Results-driven solutions designed to streamline processes, increase revenue and engage customers in the new economy.

Proven solutions backed by over 20 years of experience delivering innovative technology platforms for clients worldwide.

Meet your new digital transformation partner.

scroll down

Latest news

7.9.2018

Equisoft appoints Shawn Gillespie as Business Development Manager for Wealth Management Solutions, USA

Montreal, July 9, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Shawn Gillespie has joined the firm as Business Development Manager for Wealth Management Solutions, USA, effective June 25, 2018.   Gillespie has over 20 years ...

6.5.2018

Equisoft and Canada Gives launch an innovative solution for advisors serving philanthropic needs of wealthy families

Montreal, June 5, 2018 - In partnership with Canada Gives, Montreal-based Equisoft has developed a new philanthropy centre, including a unique gift-giving planning tool for wealthy clients. The philanthropy centre will reside as a configurable module on its WealthElements™ financial planning platform. “This unique partnership will help advisors provide a ...

5.14.2018

Equisoft congratulates the 13 finalists nominated for the “Fund Provider of the Year Award“

Montreal, Canada, May 14, 2018 - As a proud sponsor of the 4th edition of the Wealth Professional Awards event that will take place in Toronto on May 31, Equisoft will have the honor to present the “Equisoft Award for Fund Provider of the Year”, an award of excellence recognizing ...

5.22.2018

Building the Digital Insurance Company of the Future

In this short video, Jordan Baugh explains how Columbian Financial Group is leveraging OIPA and Equisoft to "Build the Digital Insurance Company of the Future". Equisoft is very proud to be part of CFG's digital modernization!      

5.9.2018

Equisoft selected as finalist for Best Service Provider Award at the Wealth Professional Awards for the third consecutive year

Equisoft announced today that it has been selected as a Finalist to receive “The Radius Financial Education Award for Best Industry Service Provider” in the annual Wealth Professional Awards, the premier independent awards in the wealth management and financial advisory services industry in Canada. Winners in all 23 categories will be ...

Got Questions?

We have answers.
W
hether you want to discuss your specific insurance,
wealth management or data conversion challenges,
or inquire about our flexible pricing,
count on a prompt reply.

INQUIRE