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We have answers. Whether you want to discuss your specific insurance, wealth management or data conversion challenges, or inquire about our flexible pricing, count on a prompt reply.
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 25 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Philadelphia, December 5, 2019 – Equisoft announced the launch of a web-based fund sales acceleration platform solution powered by Refinitiv. Equisoft/analyze for wholesalers is designed to help fund wholesalers enhance their value proposition to advisors by offering them insightful fund and portfolio analytic services. With the disruption in the wealth ...
Philadelphia, November 18, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced today that it has been selected by National Western Life Insurance Company to replace its core legacy policy administration system to support its digital growth initiatives. As part of this ...
Philadelphia, November 5, 2019 — Equisoft, a leading global financial technology company providing advanced solutions for the insurance and wealth industries, today announced its partnership with the Insurance Association of the Caribbean Inc. and the Institute of Chartered Accountants of the Caribbean to host a series of comprehensive seminars that ...
Montreal, Canada, October 30, 2019 — Equisoft, a leading global financial technology company providing advanced solutions for the insurance and wealth industries, today officially announced the appointment of Ruben Veerasamy as Senior Vice President, Caribbean. Equisoft’s strategic objective is to diversify and accelerate their global expansion. The company has delivered ...
Montréal, October 16, 2019 – Equisoft, a global provider of digital solutions for the insurance and wealth management industries, and Cégep de Sainte-Foy, one of the largest college-level educational institutions in Quebec, are pleased to announce a partnership that will create value for the financial services industry. The agreement formalizes ...
Choose from our modular solutions, Equisoft/apply, Equisoft/illustrate, and our turnkey Equisoft/manage platform to give your policy lifecycle management process a competitive edge. Equisoft insurance solutions integrate seamlessly with all policy administration systems. You can also upgrade your entire back office by taking advantage of our unique expertise as world-leading integrator of the Oracle Policy Administration for Life and Annuity system.
Build deeper long-term client relationships using our CRM software for advisors.
Customizable and easy-to-use tools for creating an engaging, compliant overview of a client’s current situation and future needs, especially with regard to insurance coverage.
State-of-the-art sales tool for enhancing user experience while facilitating policy illustrating and quote building, as well as imbedded sales strategy development.
Advanced wizard enabling simple, speedy data entry for insurance policy submissions and servicing.
Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity system.
A configurable, feature-rich template for managing complex producer hierarchies and comprehensive compensation calculations using the Oracle Insurance Policy Administration rules engine.
Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity system.
As the world’s leading integrator for the Oracle system, Equisoft lays the foundation for new levels of back-end performance and connectivity, as well as faster and more efficient go-to-market strategies.
Reduce the risk and cost of data migration using the unique expertise of Equisoft subsidiary UCT, the only company in the world devoted to migrating data for life and annuity insurers.
Drive growth while enhancing advisor and investor experience. Equisoft offers a full range of web-based solutions that address every step of the wealth management sales process, including Equisoft/analyze for advisors and Equisoft/analyze for wholesalers. The Equisoft/analyze series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system.
Build deeper long-term client relationships using our CRM software for advisors.
Investor-friendly data capture and interactive tools (goals, net worth, cash flow, investor profile, retirement, etc.) allowing advisors to interact efficiently with their customers.
Document critical client information in keeping with the increasing demands of compliance authorities.
Easy-to-use tools for assessing a client’s current financial situation in compliant fashion, creating goalbased plans and evaluating insurance needs.
Sales-oriented, compliance-friendly software allowing advisors to efficiently prepare compelling investment proposals in four easy steps.
Improve advisor communications and increase sales performance by standardizing and automating the positioning of investment products throughout the sales force.
Quickly generate a comprehensive investment proposal adapted to the investor’s profile.
Provide the investor with a fast data-capture tool to gather all information required and securely create an account.
Keep the communication going by allowing the investor to update key profile information and monitor goal achievements.
We have answers. Whether you want to discuss your specific insurance, wealth management or data conversion challenges, or inquire about our flexible pricing, count on a prompt reply.