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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 20 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
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 ...
7.9.2018
Equisoft appoints Shawn Gillespie as Business Development Manager for Wealth Management Solutions, USA
6.5.2018
Equisoft and Canada Gives launch an innovative solution for advisors serving philanthropic needs of wealthy families
5.14.2018
Equisoft congratulates the 13 finalists nominated for the “Fund Provider of the Year Award“
5.22.2018
Building the Digital Insurance Company of the Future
5.9.2018
Equisoft selected as finalist for Best Service Provider Award at the Wealth Professional Awards for the third consecutive year
A Comprehensive Insurance Offering
Choose from our modular solutions, our InsuranceElements suite of sales and engagement tools, and our turnkey Insurance Composite 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.
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 investment product positioning and an online portal leveraging robo technology. The Equisoft WealthElements series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system.
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.