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Equisoft

About Us

Business-Driven Innovation

 

A Global Provider Of Leading-Edge Insurance And Wealth Solutions

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.

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Why Equisoft?

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15+ Years Implementing The Most Accolated Modern PAS System
 
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No Other Modern PAS Implemented In 15+ Countries, By One Provider
180 (1)
Undisputed Global Leader For Complex Insurance Data Migration Projects - +200 Successful Projects
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​Digitally Enabled Products For Insurers And Distributors Back And Front Offices
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Unique value proposition with lower implementation timelines, costs and risks than competitors. 
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State Of The Art Technology That Performs And Scales – Seamless Integration With Complex Carrier Ecosystems

Our Products

Equisoft2019-Apply_RGB

An easy-to-use, sales-flow-oriented wizard for electronic applications resulting in fast and seamless policy approvals.



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Equisoft/analyze for advisors

A comprehensive asset allocation and wealth analysis tool.



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Equisoft/analyze for wholesalers

A sales acceleration platform featuring guided investment product positioning and analytics.



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Equisoft/centralize

A back-office system connecting all stakeholders for streamlined insurance distribution and commission management.



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Equisoft/connect

An advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency.



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Equisoft/design

A complementary OIPA configuration and release management tool ensuring fast and cost-effective implementations.



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Equisoft/illustrate

A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.



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Equisoft/manage

A SaaS policy administration solution using low-risk, production‑ready digital business processes.



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Equisoft/plan

An intuitive and effective financial planning solution providing comprehensive financial portraits.



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