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Advisor Productivity
What you definitely shouldn't miss at the 2019 LIMRA Annual Conference
Join our expert team at LIMRA's 2019 Annual Conference to get your modernization journey in gear. Discover how our innovative end-to-end insurance solutions help companies with their digital transformation.Read Press Release -
Quotes & Illustrations
Celent research ranks Equisoft’s illustration software among the best solutions in North America
Equisoft's insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.Read Press Release -
Corporate News
Seguros Banorte S.A. de C.V., Grupo Financiero Banorte, selects Equisoft and Oracle to modernize its cloud-based policy administration processes
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced that it has been chosen by Seguros Banorte to modernize the company’s policy administration processes and support its life insurance business line.Read Press Release -
Policy Administration System
Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study
In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid-to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projectsRead Press Release -
Corporate News
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
Equisoft proudly announced today the successful implementation of their SaaS policy administration offering, Equisoft/manage, including their electronic application software, Equisoft/apply, for GCU.Read Press Release -
Corporate News
Canadian MGA AgenZ Group moves forward on their modernization path with Equisoft/centralize
Equisoft is pleased to announce that Financière S_entiel has gone live with its agency management system, Equisoft/centralize.Read Press Release -
Corporate News
Equisoft Fuels Its Global Expansion Strategy With New Senior Appointments
Equisoft is pleased to officially announce the appointment of François Levasseur as Vice President, Global Alliances & Acquisitions, while Florence Sabbah is now entrusted with heading all Canadian activities as Vice President, Canada.Read Press Release -
Corporate News
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the Year
Equisoft was proud to hand out the 2020 Equisoft Fund Provider of the Year Award to Dynamic Funds, who stood out among eleven top-rated finalists for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry best practices.Read Press Release -
Policy Administration System
Exclusive: New Celent Executive Research on Life Insurance Core Modernization
Underwritten by Equisoft, this new research focuses on a specific window in the implementation of a modern policy administration system to understand the tipping point for project approval and how intangible costs and benefits are weighed in the decision-making process.Read Press Release -
Corporate News
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
Equisoft announced today that it has been selected as a Finalist for the WP Readers' Choice Award for Service Provider of the Year for the 2020 Wealth Professional Awards.Read Press Release -
Corporate News
Equisoft's Accelerate Series connects life insurance and wealth executives with industry thought leaders to fast-forward their digital transformation in the new normal
Equisoft today announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft Brings an Innovative Investor Benchmarking Tool to the Insurance and Wealth Management Industries
The latest innovation from Equisoft's R&D team leverages the firm's big data and artificial intelligence research to deliver a unique way of gauging investor financial well-being.Read Press Release -
Corporate News
Equisoft reinforces its APAC onshore capabilities with new office in Australia
Following the opening of its India offices in 2016, this latest investment in Australia reinforces Equisoft's commitment to support an expanding APAC client base.Read Press Release -
Corporate News
Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers
Equisoft announces the launch of Equisoft/analyze for wholesalers, a sales acceleration platform solution powered by Refinitiv designed to help fund wholesalers enhance their value proposition to advisors by offering advisors insightful fund and portfolio analytic services.Read Press Release -
Corporate News
National Western Life Selects Equisoft to Accelerate its Growth Strategy
National Western Life Insurance Company to replace its core legacy policy administration system to support its digital growth initiatives.Read Press Release -
Corporate News
Equisoft, IAC and ICAC Announce IFRS 17 Compliance Seminar Series
Equisoft in partnership with the IAC and the Institute of Chartered Accountants of the Caribbean will host a series of comprehensive seminars that will help insurers facilitate the changes necessary to achieve and maintain compliance with IFRS 17.Read Press Release -
Corporate News
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
Equisoft today officially announced the appointment of Ruben Veerasamy as Senior Vice President, Caribbean.Read Press Release -
Corporate News
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
The agreement formalizes Cégep de Sainte-Foy's decision to adopt Equisoft/plan (formerly Kronos FNA) as the official financial planning software in their financial services and insurance technical program.Read Press Release
