Filter by:
-
Policy Administration System
GCU Embarks on a Modernization Project with Equisoft's Cloud-Based Offering
Equisoft and GCU are pleased to announce the signing of a multiyear agreement that will allow GCU to consolidate all lines of business on a single, modern and agile policy administration system and offer an enhanced digital experience.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft and VieFUND Launch a One-Stop Back-Office & Wealth Planning Solution
Equisoft is excited to announce the launch of a new integration between the VieFUND back-office software and Equisoft's WealthElements wealth planning platform.Read Press Release -
Policy Administration System
Assurant Selects Equisoft for Multi-Year System Upgrade and Data Migration Project
Equisoft is pleased to announce that it has been selected by Assurant to upgrade its core legacy policy administration system to support its Preneed and Final Expense business. This multi-year engagement will also involve a major data migration of Assurant's legacy platform.Read Press Release -
Asset Allocation and Wealth Analysis
Finalists Announced for the 2019 Equisoft Fund Provider of the Year Award
At the annual Wealth Professional Awards on May 30, Equisoft will have the honor to present the Equisoft Fund Provider of the Year Award to a fund company that stands out in the industry by providing top-tier investment solutions and products to Canadian advisors and investors.Read Press Release -
Corporate News
Equisoft Completes Internationally Recognized SSAE 18 Certification
Equisoft successfully renewed its certification for the Statement on Standards for Attestation Engagements 18 SOC 2 which helps customers understand the internal controls in place to meet corporate governance best practices safeguards for hosting or processing client data.Read Press Release -
Policy Administration System
Equisoft Driving Digital Transformation for Caribbean Insurance Leader Family Guardian - Starting with Live OIPA Solution
Equisoft integration teams ensured that Family Guardian went live with its fully integrated OIPA platform earlier this year. In addition to replacing the legacy platform, the project encompassed data migration by Universal Conversion Technologies, an Equisoft subsidiary.Read Press Release -
Advisor Productivity
Equisoft and Humania Assurance Collaborate to Offer a New Technology Solution for Financial Advisors
Equisoft today announced the launch of an innovative solution developed in collaboration with Humania Assurance. It is a turnkey, targeted email marketing platform for financial advisors, that integrates directly with Equisoft/connectRead Press Release -
Corporate News
Equisoft Receives a New Distinction as a Member of the Circle of the Most Important Internship Employers of the ÉTS
Equisoft proudly announced that it was honored as member of the Circle of the Most Important Internship Employers of the ÉTS for the year 2018, during the Grants and Internships Celebration which took place in Montréal on April 16.Read Press Release -
Asset Allocation and Wealth Analysis
Mackenzie Investments Wins the Equisoft Award for Fund Provider of the Year
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Mackenzie Investments has won the 2019 Equisoft Fund Provider of the Year Award, presented at the 5th annual Wealth Professional Awards.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft Takes Home Industry Service Provider of the Year Award
Equisoft proudly announced that it received the Radius Financial Education Award for Industry Service Provider of the Year, presented at the 2019 Wealth Professional Awards event in Toronto.Read Press Release -
Policy Administration System
Equisoft Appoints Satish Krishnan as Vice President, Account Management, USA
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, is pleased to announce that Satish Krishnan has recently joined the firm as Vice President, Account Management for insurance solutions in the USA.Read Press Release -
Advisor Productivity
Equisoft acquires Grendel, advancing its growth strategy in the United States
Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry.Read Press Release -
Corporate News
Equisoft announces the rebranding of all its products under a unified, global architecture
Equisoft is announcing the rebranding of its product offering tailored to the life insurance and wealth management industries.Read Press Release -
Policy Administration System
Equisoft to share its blueprint for modernization success at InsureTech Connect
Equisoft is pleased to announce that it will co-host a <strong>pre-conference</strong> <strong>workshop on Succeeding at Life Insurance Technology Modernization</strong>, along with its long-time business partner Oracle, at the upcoming InsureTech Connect (ITC)Read Press Release -
Financial Needs Analysis
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 -
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 -
IFRS17 Compliance
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 -
Policy Administration System
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
