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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 25 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Latest news
12.5.2019
Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers
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 ...
11.18.2019
National Western Life Selects Equisoft to Accelerate its Growth Strategy
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 ...
11.6.2019
Equisoft, IAC and ICAC Announce IFRS 17 Compliance Seminar Series
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 ...
10.30.2019
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
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 ...
10.16.2019
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
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 ...
12.5.2019
Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers
11.18.2019
National Western Life Selects Equisoft to Accelerate its Growth Strategy
11.6.2019
Equisoft, IAC and ICAC Announce IFRS 17 Compliance Seminar Series
10.30.2019
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
10.16.2019
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
A Comprehensive Insurance Offering
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.
CRM for Advisors
Build deeper long-term client relationships using our CRM software for advisors.
Financial Needs Analysis
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.
Illustrations
& Sales Strategies
State-of-the-art sales tool for enhancing user experience while facilitating policy illustrating and quote building, as well as imbedded sales strategy development.
Electronic Application
Advanced wizard enabling simple, speedy data entry for insurance policy submissions and servicing.
New Business & Underwriting
Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity system.
Producer Management & Compensation
A configurable, feature-rich template for managing complex producer hierarchies and comprehensive compensation calculations using the Oracle Insurance Policy Administration rules engine.
Claims & Policy Servicing
Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity system.
Policy Administration
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.
Data conversion
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.
Extensive Wealth Management Capabilities
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.
CRM for Advisors
Build deeper long-term client relationships using our CRM software for advisors.
Client Data Capture
Investor-friendly data capture and interactive tools (goals, net worth, cash flow, investor profile, retirement, etc.) allowing advisors to interact efficiently with their customers.
Know your Client (KYC)
Document critical client information in keeping with the increasing demands of compliance authorities.
Financial Needs Analyst (FNA)
Easy-to-use tools for assessing a client’s current financial situation in compliant fashion, creating goalbased plans and evaluating insurance needs.
Asset Allocation Analyst (AAA)
Sales-oriented, compliance-friendly software allowing advisors to efficiently prepare compelling investment proposals in four easy steps.
Product & Portfolio Analytics
Improve advisor communications and increase sales performance by standardizing and automating the positioning of investment products throughout the sales force.
Investment Proposal & IPS
Quickly generate a comprehensive investment proposal adapted to the investor’s profile.
Client Onboarding
Provide the investor with a fast data-capture tool to gather all information required and securely create an account.
Client
Servicing
Keep the communication going by allowing the investor to update key profile information and monitor goal achievements.