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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
6.20.2019
Equisoft acquires Grendel, advancing its growth strategy in the United States
Philadelphia, June 20, 2019 – Global business-driven solution provider Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry. Terms of the transaction, which took effect on May 31, were not disclosed. ...
6.10.2019
Equisoft Appoints Satish Krishnan as Vice President, Account Management, USA
Philadelphia, June 10, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Satish Krishnan has recently joined the firm as Vice President, Account Management for insurance solutions in the USA. Satish has over 20 years of experience ...
5.30.2019
Equisoft Takes Home Industry Service Provider of the Year Award
Toronto, Canada, May 30, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, proudly announced that it received the Radius Financial Education Award for Industry Service Provider of the Year, presented at the 2019 Wealth Professional Awards event in Toronto. The award ...
5.30.2019
Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
Toronto, Canada, May 30, 2019 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Mackenzie Investments has won the 2019 Equisoft Fund Provider of the Year Award, presented at the 5th annual Wealth Professional Awards. The WP Awards gala ...
5.29.2019
Equisoft and Humania Assurance Collaborate to Offer a New Technology Solution for Financial Advisors
Montreal, Canada, May 29, 2019 - Equisoft today announced the launch of an innovative solution developed in collaboration with Humania Assurance. It is a turnkey, targeted email marketing platform for financial advisors, that integrates directly with Kronos Finance, a Customer Relationship Management software (CRM) used by over 12,000 advisors across ...
6.20.2019
Equisoft acquires Grendel, advancing its growth strategy in the United States
6.10.2019
Equisoft Appoints Satish Krishnan as Vice President, Account Management, USA
5.30.2019
Equisoft Takes Home Industry Service Provider of the Year Award
5.30.2019
Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
5.29.2019
Equisoft and Humania Assurance Collaborate to Offer a New Technology Solution for Financial Advisors
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. Discover our Insurance solutions
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 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. Discover our Wealth solutions
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.