Title
10.08.2017 to 22.08.2017
at P3

News

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Category

Special

Date

24.08.2018

Philadelphia, September 4, 2018 – Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that it has been selected by the Polish Roman Catholic Union of America (PRCUA) to perform …

Category

Wealth

Date

09.07.2018

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, …

Category

Wealth

Date

05.06.2018

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 …

Category

Insurance

Date

22.05.2018

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!      

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 …