Title
10.08.2017 to 22.08.2017
at P3

News

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Category

Wealth

Date

14.05.2018

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 …

Category

Wealth

Date

09.05.2018

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 …

Category

Special

Date

11.04.2018

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 …

Category

Insurance

Date

09.04.2018

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 …

Category

Wealth

Date

27.03.2018

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 …

Category

Insurance

Date

19.02.2018

  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 …