Equisoft has the industry-specific expertise and leading-edge solutions
to be your preferred technology partner.
Equisoft has the industry-specific expertise and leading-edge solutions
to be your preferred technology partner.
Equisoft is a privately held company specialized in the design and delivery of advanced digital business solutions that optimize processes, increase revenue and enable growth for the life insurance and wealth management industries. All Equisoft software systems are developed for optimal scalability and configurability to empower clients. Solutions are webbased, mobile-compatible and fully customizable to meet specific business needs.
The company offers innovative front-end applications, such as InsuranceElements and WealthElements, used by thousands of advisors around the world. In addition, Equisoft is an Oracle Insurance Policy Administration for Life and Annuity (OIPA) integration partner for more than 15 insurers globally. To complete this unique offering, Equisoft brings extensive experience in insurance data migration through its subsidiary Universal Conversion Technologies (UCT).
Equisoft also has a media and publishing subsidiary, Inovva, specialized in advanced solutions for subscription fulfillment, audience engagement, advertising sales, rights and royalties management, as well as content management for print, web and mobile platforms.
Founded in 1994, Equisoft has a growing team of nearly 300 specialized resources based in the United States, Canada, Chile, South Africa and India.
Functional, advanced, customized, relevant solutions. In other words, innovation with a purpose. That is the Equisoft commitment to creating value. Over the years, Equisoft has evolved from providing cutting-edge, feature-rich sales tools to developing more strategic digital transformation solutions that leverage our indepth knowledge of the life insurance and wealth management sectors.
Our products are as functional and advanced as they can be, allowing us to customize solutions easily, quickly and affordably. But they are also more relevant than ever to our clients. Today, our offering is designed to meet the most complex business challenges (digital transformation, increasing regulations, time-to-market, online user experience, etc.).
We are a dynamic company that adapts its solutions to changing business needs. We believe our agility, flexibility and deep industry expertise allow us to provide solutions of value and significance to future-oriented companies. And we pride ourselves on being the very best at meeting the business objectives of our clients in the most cost-effective fashion.
Here are a few other things you should know about us:
We focus on a few products to provide the best core competencies in the industries we serve.
We often take the lead of a project, at the client’s request, by devoting specialized resources over a certain timeframe, in order to maximize efficiency and minimize risk.
We tackle a project from a business point of view and favor early testing and quick wins.
We document best practices and use implementation blueprints to avoid reinventing the wheel, which saves time and reduces project costs.
We have a long track record of successful implementations based on strong industry experience and excellent retention (95%) of highly skilled employees.
To help businesses leverage technology to realize their goals
To be the best technology partner for industry-leading companies around the world
Passionate Innovative Entrepreneurial Accountable
Equisoft senior managers are recognized experts in their field, committed to delivering innovative, high-quality business solutions designed to help our clients achieve their objectives. From initial need analysis to the integration and deployment of complex technological architecture, they strive to add value every step of the way.
An IT visionary with extensive expertise in the pension and financial industry, Luis founded Equisoft Inc. in 1994 and has been the architect of its direction and expansion ever since. Mission-focused and strategic, Luis drives and upholds Equisoft’s vision. The firm’s core values are reflected in its stated mission: value creation. The process of adding value to client projects ensures that the team’s creative spark does not wane. Luis holds a bachelor’s degree in actuarial studies as well as a certificate in computer science.
Steeve brings with him over 20 years of management experience in the service industry and is well known for his irresistible energy and his great versatility. Before assuming his current position, he was responsible for business development and operations for a Canadian consulting company. Steeve joined Equisoft as Chief Operating Officer in 2004. One of his many responsibilities is to bridge global operations and strategic allocations and drive superior performance in order to position Equisoft for global success. Steeve holds a master’s degree from Université de Montréal.
Olivier is a leader in core insurance systems and large-scale agile system integration projects. The head of a large team of insurance systems practitioners, Olivier has been working closely with Oracle and AdminServer over the past 10 years to create a strong partnership that has become the industry reference. Equisoft is the first and largest specialized Oracle Insurance partner. Vice President of the Insurance division at Equisoft since 2006, Olivier is in charge of overseeing all aspects of Equisoft’s insurance projects as well as its illustrations and electronic application product, InsuranceElements. Olivier is a licensed engineer and graduate of École Polytechnique de Montréal.
With over 20 years of experience in the investment industry, Jonathan has provided Equisoft’s Wealth Management Solutions division with strategic leadership in the areas of product and business development since 2010. His experience with product development, product management, and the marketing and sale of investment products allows us to better understand the needs of our clients and ultimately offer them the most appropriate business solutions. In addition to a bachelor’s degree in commerce (finance) from Concordia University, Jonathan holds the Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
An insurance industry veteran, Mark has over 25 years of experience in the life insurance industry. He has built and led large operations and technology teams. Mark has also helped develop and oversee innovative and transformational business and technology solutions for clients. As an executive at DVFS, Allianz, Prudential, iPipeline and Infosys McCamish, he helped drive superior, industry-leading results. In his role at Equisoft, Mark oversees existing US insurance accounts and is focused on helping clients develop and implement innovative business and technology strategies to achieve enhanced revenue and profitability. Mark attended Villanova University.
With over 18 years of experience in the IT industry, Ruben provides Equisoft with expertise in management and the establishment of solid client, partner and employee relationships. Prior to becoming Vice President of Sales and Account Management at Equisoft, Ruben headed Equisoft’s PMO for six years and also worked for more than ten years in project management at Hydro-Québec. Ruben joined Equisoft in 2008 and is currently responsible for working closely with the sales and marketing teams to establish new business opportunities in the Canadian and Caribbean markets. He also oversees Equisoft’s current Canadian and Caribbean accounts. Ruben holds a degree in computer engineering from Concordia University.
Bruno joined Equisoft in 2007. He is currently Director and Product Manager for our illustrations and electronic application software, InsuranceElements. He is responsible for the lifecycle of the product from strategic planning to tactical tasks. This requires him to leverage his multidisciplinary skills and experience to drive the solutions across departments and teams and ensure the vision for the product is realized. Bruno is a technology enthusiast, and his experience with various insurance carriers and exposure to multiple business processes and systems enables him to forge an innovative yet pragmatic product vision. Bruno holds a bachelor’s degree in management and computer science from Université de Sherbrooke and a specialized graduate diploma (DESS) in electronic commerce from HEC Montréal. He also received ITIL certification in 2011.
Lee brings to Equisoft over 15 years of experience in the insurance and technology industries that includes experience as a business analyst and rules developer at AdminServer and later as a product manager and rules architect at Oracle, supporting the Oracle Insurance Policy Administration System (OIPA). Lee has been managing Equisoft’s US operations and designing solutions for Equisoft’s clients since 2010. Lee began his career at J.P. Morgan working in asset management services, but quickly acknowledged his passion for IT. Lee holds a bachelor’s degree in finance from the University of Delaware.
With over 16 years of experience in the insurance industry and having taken on various project and internal roles, Florence has been a valued member of the Equisoft team since 2008. She now directs Equisoft’s configuration team, which is responsible for implementing the various business processes and calculations involved with policy insurance administration and the illustration calculation engine. Florence is responsible for ensuring the team’s level of expertise remains of the highest quality in order to best serve Equisoft’s clients. Florence is a graduate of Université de Montreal, from which she holds a bachelor’s degree in mathematics and computer science. She has also completed graduate courses towards a master’s degree in applied mathematics at the same university.
François joined Equisoft in 2005 and is currently Director of Systems Architecture for the Insurance division. He has over 15 years of experience in IT and large-scale systems architecture and provides Equisoft and its clients with extensive technical expertise across multiple disciplines and industries. He specializes in the architecture and integration of IT solutions for the insurance and financial technology sectors. François is also in charge of overseeing all technical aspects of the solutions, including architecture, integration, performance and security, and ensuring compliance with industry best practices and standards. François holds a master’s degree in information technology from École de technologie supérieure (ÉTS) and the ITIL and TOGAF certifications.
Denise is a senior executive with a proven record of over 17 years in high-profile roles, specializing in mission critical solutions and projects, project management, and strategic planning. Working closely with our internal project staff and Oracle since 2009, she uses these skills and her extensive knowledge of the insurance sector to oversee the delivery of our solutions and consulting services to our clients. Denise holds a bachelor’s degree with a specialization in actuarial mathematics from Concordia University.
With over 18 years of experience in IT and customer service operational delivery for financial services around the world, Simon has unique insights into the needs of our insurance and wealth management clients. He specializes in the technologies required to enable organizational strategies and the achievement of related customer value objectives. Since joining the Equisoft team in 2014, Simon has been responsible for expanding our center of excellence operations in South Africa and India. He is also responsible for sales in the Europe, Middle East and Africa (EMEA) and Asia-Pacific (APAC) regions. Simon holds a master’s degree in commerce for project and program management from Cranefield, South Africa.
Mauricio has over 15 years of experience working in IT in multiple industries, including but not limited to oil and gas, energy, aerospace, software, financial services and insurance. He developed his professional career in the Latin and North American regions. Mauricio has a solid background in software development, IT solution integration, business process improvement, project management and client relationships. He joined Equisoft in 2014 and is currently responsible for establishing new business opportunities in the Latin American market. Mauricio is a software engineer graduate from La Universidad de los Andes in Bogotá, Colombia. He also holds an master’s degree in business administration from HEC Montréal and the Project Management Professional (PMP) certification.
Robert brings to Equisoft more than 10 years of experience working in information technology in the communication and financial services sectors. Since joining Equisoft in 2007, Robert has been involved in all phases of the WealthElements software lifecycle, including development, business analysis, and project and product management. He is responsible for effectively leading the Wealth Management Solutions division by managing the division’s objectives, product roadmaps and projects. He is also in charge of aligning products and services with clients’ needs. Robert holds a bachelor’s degree in computer science (software design) from Notre Dame University. He has also completed the Canadian Securities Course (CSC®) and is a member of the Project Management Institute (PMI).
With his strong analytical skills, technical acumen and accurate assessments of business models, Nicolas has been committed to delivering excellence and value to our clients since 1998. For large-scale or complex system projects, Nicolas harnesses his academic background and professional experience as an expert system analyst and architect. The complete overhaul of the client-server and web versions of our Asset Allocation Analyst software is just one of his many accomplishments. Nicolas holds a master’s degree in applied computer science and cognitive science from Université de Paris XI.
Roger joined EquiSoft in early 2016 and is the Vice President, Insurance Sales - US. He has over 25 years of experience in core systems transformation and business strategies acquired during his prior insurance and vendor experiences at Prudential, Fiserv, AdminServer, Oracle and Pegasystems. In his role at EquiSoft, he leads the sales process and helps drive strategic initiatives for new clients in the US insurance market. Roger earned a Business Administration degree from Highland College. He also holds the Chartered Life Underwriter Designation (CLU) conferred by The American College.
Rae Albertini is President of Universal Conversion Technologies (UCT), now a division of EquiSoft, which specializes in data migrations for the insurance industry. For 25 years, UCT’s commitment to its clients continues to be “We keep data migration off the critical path”. Prior to joining UCT, Rae held executive and senior consulting roles serving the health, life insurance and federal government industries.
Frederick is a strategic leader with a broad background in development and infrastructure, acquired at various product and service companies. He is responsible for overseeing Technology and Innovation at Equisoft, including the management of all product development teams. Frederick has a successful track record of delivering high-quality and high-value business-focused solutions leveraging the use of technology. He is recognized for having strong business acumen, strategic thinking, deep software engineering knowledge and an obsession for client satisfaction, which enable him to achieve the most ambitious goals. Frederick has over 20 years of experience with hundreds of clients. He holds a Master's degree in Software Engineering and is completing a second Master's degree in Organizational Development. He also holds many professional certifications covering a broad range of technologies and knowledge areas.
Brian is a dynamic, results-driven professional with over a decade of experience in core insurance system implementations. Known for critical thinking, pragmatic methods, and real results, he is a natural leader who enables and inspires the greatness of others. As the Director of Equisoft’s global technical integration team, he is passionate about supporting the company’s teams of developers, architects, and insurance carriers by integrating high quality, scalable solutions, with a focus on one common goal: implementing innovative, sustainable, and cost-effective solutions to core system modernization efforts.
With more than 15 years of experience in the field of information technology, Benoît ensures the development, application and improvement of quality assurance practices and processes. Since joining EquiSoft in 2007, he has helped establish a team of testers, quality assurance specialists and test automation developers around the world. Benoit holds a bachelor's degree in computer science (software design) from the Université du Québec à Montréal.
José brings a proven track record of over 10 years in helping companies generate growth through marketing initiatives. Having held various team leader positions in several industries, José's brings an extensive hands-on leadership experience in the marketing mix.
As Equisoft's Marketing Manager, José is responsible for overseeing all marketing operations for Equisoft and its subsidiaries worldwide. Working out of the head office in Montreal, his main focuses are developing the marketing strategy, supporting business development efforts and driving growth through integrated marketing actions. For Jose, marketing initiatives are driven with the intent of creating positive experiences for people (human-to-human) interacting with Equisoft brands and to maintain Equisoft's leadership position in the industry by fostering its growth.
Valerie has 18 years of insurance experience wearing many different hats - from working directly for an insurance provider in a call center to a business analyst / SME, a quality assurance resource, and her current pre-sales consulting manager role where she manages Equisoft's pre-sales team and other activities related to new sales opportunities.
A creative individual consistently looking to bridge the gap between an optimal user experience and the complexity of wealth management solutions through technology. Sami brings more than 7 years of experience, and has a comprehensive understanding of the investment industry by holding various titles within retail banking and wealth management solutions, as well as working as the primary Business Analyst on a wide array of projects both domestic and global. In addition to holding a bachelor’s degree in Business Administration from John Molson School of Business, Sami holds various specialized investment certificates from the Canadian Securities Institute (CSI).
Chris has over 25 years of experience in the financial services and technology sectors. A respected veteran of software sales and strategic consulting, he has a proven track-record in delivering enterprise analytic software services, big data solutions and advisory services. Working out of the Philadelphia office, Chris contributes to secure UCT’s leadership position and further its growth by leading the sales process while fostering sustainable relationships with both existing and prospective clients.
Prior to joining UCT, Chris held key executive positions at top companies in the technology and financial institutions sectors, including REALTECH, Techwave Consulting, SAP, Citybank and Bank of America. He is a graduate from Pennsylvania State University (MBA) and University of Delaware (B.S. in Econometrics, Alfred Lerner College of Business and Economics).
Anthony joined Equisoft in late 2017 and is Vice President Business Development, for Wealth Management. He has over 25 years of experience in the financial services and technology sectors, where he focused on strategic initiatives, FinTech innovation, helping businesses drive growth and collaborating with clients to transform their existing systems. In his role at Equisoft, he leads business development opportunities and helps drive strategic initiatives for new clients. Prior to joining Equisoft, Anthony held key senior executive positions at top companies in the technology and financial services industry, including Guardian Capital, Ticoon Technology, Monarch Wealth, Winfund Software and Worldsource Wealth Management.
Jean-Marc is responsible for the product development lifecycle of our wealth management solutions, working closely with our clients and aligning with Equisoft’s vision for the future. He has over 30 years of experience in the insurance and wealth management sectors with global consulting firms such as Willis Towers Watson and Mercer. Jean-Marc’s actuarial background, deep knowledge of the financial services industry, strong experience in the software development sector and excellent management skills are key assets to help us deliver high-value solutions for our clients. He holds an Honours degree in Actuarial Mathematics and an MBA from Concordia University. He also holds a PMP certification from the Project Management Institute as well as the Associate of the Society of Actuaries (ASA) designation.
Shawn Gillespie joined Equisoft in 2018 as Business Development Manager, Wealth-USA. Shawn brings over 20 years of experience in the investment and financial technology industry and is currently responsible for discovering and pursuing new business opportunities for Equisoft’s wealth management solutions among financial institutions and strategic partners. Prior to joining Equisoft, Shawn served as Business Development Director at First Rate Inc. Previously, he held various senior roles with well-known organizations such as SEI Investments and Pershing/Albridge/BNY Mellon. Shawn is a graduate of West Virginia University.