Equisoft's asset
Equisoft

@equisoft.com

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.

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About

Description

Equisoft, based in Montreal, QC, is a leading brand that specializes in digital transformation solutions for the insurance and investment industry. With a focus on leveraging data and AI, Equisoft offers a range of products and services to help companies in their customer-centric journey. Their product portfolio includes policy administration systems, agency management systems, front office quotes and illustrations, advisor-focused CRM, eApplications and eSignatures, financial planning tools, asset allocation and wealth analysis systems, and more.


Additionally, Equisoft offers various services such as OIPA integration, data migration and conversion, IFRS 17 compliance, and confidential technical advice. They are dedicated to helping clients modernize their systems and enhance their processes. If you're looking for a partner to drive your digital transformation, Equisoft is the right choice.


Explore their comprehensive solutions and services today

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Company Type

Privately Held

Company Size

501-1000

Year Founded

1994

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