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.
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501-1,000 employees
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Information Technology & Services
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1250 Boulevard René-Lévesque Blvd. W, 33rd Floor, Montréal, Québec H3B 4W8, CA
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1994
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Wealth Management, Asset Allocation, Crm, Insurance Software, Financial Needs Analysis, Adminserver, Data Conversion And Migration, Oracle Insurance Policy Administration, Insurance Solutions, Agency Management System, Electronic Application, Insurance Illustrations, Policy Administration System
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Luis Romero is the CEO of Equisoft. To contact Luis Romero email at [email protected]. Or you may call +15143458053 or +15149893141
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