Products/Services
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A distributor back-office system connecting all stakeholders for streamlined insurance distribution and commission management. Equisoft/centrali…
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Equisoft/Analyze for advisors A comprehensive asset allocation and wealth analysis tool. Analyze for Advisors offers an interactive, configurabl…
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Equisoft/Analyze for wholesalers A sales acceleration platform featuring guided investment product positioning and analytics. Analyze for Wholes…
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An easy-to-use, sales-flow-oriented wizard for electronic applications resulting in fast and seamless policy approvals. Equisoft/apply is an int…
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A distributor back-office system connecting all stakeholders for streamlined insurance distribution and commission management. Equisoft/centrali…
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Equisoft/Connect Advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency Equisoft/connect is a complete…
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Equisoft/design is an IDE created by Equisoft to improve the development process during the implementation of the insurance solutions that rely…
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A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations. Equisoft/illustrate is a softw…
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Equisoft/Manage A SaaS policy administration solution using low-risk, production-ready digital business processes. Equisoft/Manage is a cloud-ba…
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Equisoft/Manage A SaaS policy administration solution using low-risk, production-ready digital business processes. Equisoft/Manage is a cloud-ba…
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Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their…
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Equisoft/sync is a comprehensive SaaS multi-tenant advisor and customer engagement platform designed to enhance digital engagement strategies fo…
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Equisoft offers a variety of IT services for insurers & financial institutions: System Integration Services Policy Adminsitration Integration…