Equisoft Inc.
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Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.
Equisoft/illustrate is a flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and insurance illustrations.
Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.
Equisoft/manage is a SaaS policy administration solution using low-risk, production ready digital business processes. Off the shelf life, annuity & final expense products built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Equisoft/manage is built on the Oracle Insurance Policy Administration platform, and turbo charged with a state-of-the-art self-service portal for advisors, agents, plan administrators, participants and individual customers!
Equisoft Inc. Reviews
Francois L.
Représentant en investissement Services d’investissement Quadrus ltee chez Quadrus Investment ServicesExperienced financial advisor
Stephen J. H.
I help people achieve Financial Security by creating their Custom Plan for Building and Preserving Wealth. ✔ Financial Security Advisor, ✔Certified Cash-Flow Specialist CCS at Stephen J. Hall Financial Services ✔Equisoft Plan is a great tool for analysing client data and presenting solutions.
Steven P.
About
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.
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