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/apply is an easy to use, sales flow-oriented wizard for electronic insurance applications resulting in fast and seamless policy approvals.
Equisoft Inc. Reviews
Robert-Yves M.
Senior Financial Planning Advisor @ Assante Wealth Management; Partner Emeritus @ Assante Hydrostone; Consul honoraire de France @ Halifax; CEO, MAZ Financial Services Inc.I have been a user of Wealh Element - Analyst for over 20 years
Patrice B.
Complete
Sean H.
Great for keeping track of clients
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.