Filter by:
-
Corporate News
The Co-operators Selects Equisoft's WealthElements as its Advisor Wealth Planning Platform
Equisoft, a leader in providing digital business solutions to the insurance and wealth management industries, announced today that The Co-operators will implement Equisoft/analyze for advisors and its new Client Portal Module across its financial advisor network.Read Press Release -
Corporate News
Equisoft further expands its insurance and wealth offering with opening of India office
Equisoft is pleased to announce the addition of a new team of technology experts located in Hyderabad, India. This office opening will allow Equisoft to considerably broaden the range of resource mix options for its client base in the Asia-Pacific region and around the world.Read Press Release -
Corporate News
Monarch wealth corporation partners with Equisoft Inc. to deliver industry leading technology platform
Monarch Wealth Corporation (Monarch) is pleased to announce its partnership with Equisoft Inc. (Equisoft) in the launch of the dealer's industry leading digital platform.Read Press Release -
Corporate News
Equisoft acquires Universal Conversion Technologies
Today Equisoft announced it has acquired Dallas-based Universal Conversion Technologies (UCT). As a result of the acquisition, Equisoft now offers one of the largest specialized life and annuity services team in North AmericaRead Press Release
