Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. The firm’s industry-leading products include CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and a growing team of over 400 specialized resources based in the USA, Canada, Latin America, South Africa and India, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption.
Equisoft, a leading global digital solutions provider to the financial industry, announced today the return of its acclaimed Accelerate Series of virtual thought leadership sessions. This year’s series is focused on Accelerating Innovation to Fuel Continuous Growth. Eighteen webinars will be ... (more)
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, proudly announced that its insurance quote and illustration software, Equisoft/illustrate, has been recognized by Celent as one of the top-rated solutions in North America.
In a new report underwritten by Equisoft, global research firm Celent presents the findings of an interview series aiming to understand how life insurers reached the tipping point in making a decision to move forward with the investment in a modern policy administration system. The research was con... (more)
Global digital solutions provider Equisoft announced the launch of a web-based fund sales acceleration platform solution powered by Refinitiv. Equisoft/analyze for wholesalers is designed to help fund wholesalers enhance their value proposition to advisors by offering them insightful fund and port... (more)
Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries, announced today that it has been selected by National Western Life Insurance Company to replace its core legacy policy administration system to support its digital growth initiatives.
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Equisoft is pleased to announce that it will co-host a pre-conference workshop on Succeeding at Life Insurance Technology Modernization, along with its long-time business partner Oracle, at the upcoming InsureTech Connect (ITC), to be held on September 23-25, 2019 in Las Vegas. InsureTech Connect ... (more)
A few months ahead of celebrating its 25th anniversary, global financial technology provider Equisoft has announced the rebranding of its product offerings tailored to the life insurance and wealth management industries. The rebranding is intended towards maximizing Equisoft’s brand equity a... (more)
