Leading global provider of end-to-end, digital solutions for the insurance & investment industry." title="" class="btn" data-container="body" data-html="true" data-id="31897" data-placement="top" data-toggle="popover" data-trigger="focus" style="color:#b3d4fc" tabindex="0" data-original-title="Equisoft"> 412 34,600
Activities
Technologies
Entity types
Location
1250 Boul. René-Lévesque O 32nd floor, Montréal, QC H3B 4W8, Canada
Montréal
Canada
Employees
Scale: 501-1000
Estimated: 875
Engaged corporates
8Added in Motherbase
5 years, 10 months agoA global provider of insurance and investment software solutions.
Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise.
The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals.
Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.
Data Conversion and migration, AdminServer, Asset Allocation, CRM, Financial Needs Analysis, Oracle Insurance Policy Administration, Electronic Application, Insurance Illustrations, Wealth Management, insurance solutions, insurance software, policy administration system, and agency management system
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
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