NEW podcast episode: Mastering Life Insurance and Customer Engagement with Foresters Financial

Industry

Insurance

Investments
I am a Product Manufacturer

Life, Annuities and Pensions

Personal and Commercial

Group Benefits and Health

Asset Management
I am a Distributor

BGA or MGA

Bank or National Account

Broker-Dealer
I am an Advisor

Insurance

Wealth
Back Office

Policy Administration System

equisoft/ manage

Agency Management System

equisoft/ centralize

Pension & Investment Systems

Formerly Altus Products
Front Office

Quotes & Illustrations

equisoft/ illustrate

Advisor-Focused CRM

equisoft/ connect

Product Positioning & Analytics

equisoft/ analyze for wholesalers

eApplications & eSignatures

equisoft/ apply

Financial Planning

equisoft/ plan

Asset Allocation & Wealth Analysis

equisoft/ analyze for advisors
Services

OIPA Integration

Data Migration & Conversion

IFRS 17 Compliance
Confidential Technical Advice

We built a powerful system to help you plan for what every PAS modernization journey has to get right

Use it now! Your project's pain points match you to a functional expert for a no commitment, confidential chat. They've seen it all and it will save you endless headaches.
Let's Get Started
Topic

Life Accelerated Podcast

Insurance Insights

Investments Insights

All Insights
Webinars

2023 Equisoft Accelerate Series

Webinars on innovation, amazing technology & inspiring thought leadership from insurance & investment industry experts.
Sign up for the Next Webinar
About Us

Company

Testimonials

Latest News
Careers

If you are driven by best practices, innovation and collaboration and are looking to grow within a dynamic international context, please send us your resume!
Explore Our Careers

Equisoft Insights

Our Resources

Empower your insurance and investment knowledge with a vast library of practical resources based on the experiences of our expert team. Filter by topic, role, or resource type.

Filter by:

Wholesaler Productivity

See what Equisoft/analyze for wholesalers can do for you

Equisoft/analyze for wholesalers is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.
Watch Video