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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
4.11.2018
Equisoft joins forces with Kronos Technologies, a leader in CRM and FNA products for the financial industry
Montreal, April 11, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce the acquisition of Kronos Technologies, a frontrunner in the development of web and mobile applications for the investment and insurance sectors. Kronos Technologies is best known ...
4.9.2018
Aite Group gives highest mark to the Oracle/Equisoft stand-alone Claims Solution
Philadelphia, April 9, 2018 – Equisoft is proud to announce that the stand-alone claims solution offered in partnership by Oracle and Equisoft has been recognized and awarded in a recent Aite Group Impact Report evaluating the competitive position of vendors offering stand-alone claims systems to the US Life insurance industry. ...
3.27.2018
The Co-operators and Equisoft launch an innovative financial needs analysis solution for clients and advisors
Montreal, Canada, March 27, 2018 – The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of financial advisors to provide an innovative and client-centric experience when discussing a client’s life and wealth needs, ...
2.19.2018
Columbian Financial Group selects Equisoft for multi-year modernization project
Philadelphia, February 19, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Columbian Financial Group (CFG) has retained its services for a major modernization project in line with the insurer’s long-term vision and the unique requirements ...
1.10.2018
Equisoft announces two strategic acquisitions that further enhance its B2C and financial planning offering
Montreal, Canada, January 10, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce the recent acquisition of two companies that will contribute to strengthening its competitive position across its portfolio of wealth management solutions. Apeiron Software Limited: Enhancing Equisoft’s ...
4.11.2018
Equisoft joins forces with Kronos Technologies, a leader in CRM and FNA products for the financial industry
4.9.2018
Aite Group gives highest mark to the Oracle/Equisoft stand-alone Claims Solution
3.27.2018
The Co-operators and Equisoft launch an innovative financial needs analysis solution for clients and advisors
2.19.2018
Columbian Financial Group selects Equisoft for multi-year modernization project
1.10.2018
Equisoft announces two strategic acquisitions that further enhance its B2C and financial planning offering
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.
Why Equisoft?
Proven Solutions
We offer SaaS and modular solutions customized to your specific requirements.
In-depth knowledge of your business
We understand the challenges you face. We focus on business needs. We create value.
Trusted digital partner
The world’s leading insurers and financial institutions do business with us. Over 300 projects and 150 data conversions delivered worlwide.
