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Boost your development efforts with Equisoft’s advanced digital solutions for the insurance and wealth management industries.
Strategic solutions optimized through a deep understanding of your business goals and challenges.
Results-driven solutions designed to streamline processes, increase revenue and engage customers in the new economy.
Proven solutions backed by over 25 years of experience delivering innovative technology platforms for clients worldwide.
Meet your new digital transformation partner.
Philadelphia, July 28, 2024 – In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid- to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projects, as well as the major factors that determine their ...
Montreal, Canada, June 22, 2024 – As sponsor of the Wealth Professional Awards, Equisoft will be honored to present “The Equisoft Award for Fund Provider of the Year” to a fund company who stands out for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry ...
Montreal, Canada, June 16, 2024 – Equisoft announced today that it has been selected as a Finalist for the “WP Readers’ Choice Award for Service Provider of the Year” for the 2024 Wealth Professional Awards. Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth ...
Philadelphia, June 3, 2024 – Equisoft, a global provider of digital business solutions for the insurance and wealth industries, today announced the appointment of David P. Nicolai as Vice President, Insurance Solutions USA. David brings over 25 years of technical and business experience in the enterprise insurance software and services ...
Philadelphia, USA, May 7, 2024 – Global digital solutions provider Equisoft today announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the ...
Choose from our modular solutions, Equisoft/apply, Equisoft/illustrate, and our turnkey Equisoft/manage platform to give your policy lifecycle management process a competitive edge. Equisoft insurance solutions integrate seamlessly with all policy administration systems. You can also upgrade your entire back office by taking advantage of our unique expertise as world-leading integrator of the Oracle Policy Administration for Life and Annuity system.
Discover our Insurance solutions
Build deeper long-term client relationships using our CRM software for advisors.
Customizable and easy-to-use tools for creating an engaging, compliant overview of a client’s current situation and future needs, especially with regard to insurance coverage.
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Advanced wizard enabling simple, speedy data entry for insurance policy submissions and servicing.
Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity system.
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Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity system.
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Reduce the risk and cost of data migration using the unique expertise of Equisoft subsidiary UCT, the only company in the world devoted to migrating data for life and annuity insurers.
Drive growth while enhancing advisor and investor experience. Equisoft offers a full range of web-based solutions that address every step of the wealth management sales process, including Equisoft/analyze for advisors and Equisoft/analyze for wholesalers. The Equisoft/analyze series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system.
Discover our Wealth solutions
Build deeper long-term client relationships using our CRM software for advisors.
Investor-friendly data capture and interactive tools (goals, net worth, cash flow, investor profile, retirement, etc.) allowing advisors to interact efficiently with their customers.
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Easy-to-use tools for assessing a client’s current financial situation in compliant fashion, creating goalbased plans and evaluating insurance needs.
Sales-oriented, compliance-friendly software allowing advisors to efficiently prepare compelling investment proposals in four easy steps.
Improve advisor communications and increase sales performance by standardizing and automating the positioning of investment products throughout the sales force.
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Provide the investor with a fast data-capture tool to gather all information required and securely create an account.
Keep the communication going by allowing the investor to update key profile information and monitor goal achievements.
We have answers. Whether you want to discuss your specific insurance, wealth management or data conversion challenges, or inquire about our flexible pricing, count on a prompt reply.