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Equisoft

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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IT Services and IT Consulting 908 Employees Found Founded 1994 47403 Similar Companies
908 Employees Found
95% Email Coverage
$150.0M Est Revenue
8 Office HQ
47403 Similar Companies
Sep '26 Last Verified

Equisoft Technology Stack

NetSuite Mail

NetSuite Mail is an integrated email management tool within NetSuite ERP, enabling seamless communication, automated email workflows, and centralized tracking to enhance business efficiency and customer engagement.

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Yoast SEO Premium

Yoast SEO Premium is a powerful WordPress plugin that enhances your website's search engine rankings with advanced SEO tools, keyword optimization, internal linking suggestions, and content insights to boost visibility and traffic.

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Act-On

Act-On is a comprehensive marketing automation platform that helps businesses streamline campaigns, nurture leads, and analyze performance with tools for email marketing, social media, and analytics—all in one user-friendly interface.

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Act-On Mail

Act-On Mail is a powerful email marketing platform that enables businesses to create, send, and track personalized email campaigns with ease, boosting engagement and driving results through automation and analytics.

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Hotjar

Hotjar is an analytics and feedback tool that provides website heatmaps, visitor recordings, and surveys to help businesses understand user behavior and improve website experience.

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