Best Software for 2025 is now live!
View the Winners
  1. Home
  2. Equisoft Inc.
Product Avatar Image

Equisoft Inc.

Show rating breakdown
4.5 out of 5 stars
44 reviews
  • 7 profiles
  • 6 categories
Average star rating
4.5
Serving customers since
1994
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

35
7
3
0
0

Equisoft Inc. Reviews

Review Filters
Profile Name
Star Rating
35
7
3
0
0
SL
Stephane L.
11/23/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Needs work in assets area

|Equisoft/plan
How easy it is to use. I enjoy the flow of the planning software. Why min and max characters in this box?
Ben D.
BD
Ben D.
Financial Advisor at Sterling Mutuals Inc.
11/22/2021
Validated Reviewer
Review source: Organic

Equisoft Connect Review

|Equisoft/connect
The ability to import from insurers and Mutual Fund Dealers. Note taking section is great.
SM
Sharen M.
11/22/2021
Validated Reviewer
Review source: Organic

Efficient Client Investment portal

|Equisoft/connect
The ability to retain correspondence and documentation for contacts

About

Contact

HQ Location:
Montréal, CA

Social

@Equisoft

What is Equisoft Inc.?

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.

Details

Year Founded
1994