Equisoft
Equisoft Inc. is a technology consulting firm specializing in services and solutions for the financial and media industries, with a strong focus on the life insurance sector. Founded in 1994 and headquartered in Montreal, Canada, Equisoft develops a range of software products, including InsuranceElements, which supports sales illustrations, electronic applications, and financial planning on both web and mobile platforms. The company also offers various tools for financial advisors, such as WealthElements, and integrates Oracle Insurance solutions, positioning itself as a specialized integrator in this domain. In addition to its software offerings, Equisoft provides professional services like custom application development, data management, and IT strategy consulting. With a presence in the United States, Canada, Latin America, and South Africa, Equisoft combines technological expertise with an understanding of local financial environments, enabling it to effectively address the needs of its clients in an era of digital disruption.
Altus Consulting is a specialist provider of consultancy services to the Financial Services sector.
Grendel is an online solution built specifically for financial professionals. The CRM component is the core to the larger wealth management platform that now includes compliance tools, trading, account aggregation, client portal, and more.
Kronos Technologies Inc. specializes in developing web-based and mobile management applications tailored for finance and insurance professionals. Established in 2000 and headquartered in Québec City, Canada, the company has established itself as a pioneer in creating innovative solutions that enhance communication between various stakeholders in these sectors. Known for its rapid and flexible service, Kronos Technologies focuses on building strong business relationships with clients by prioritizing attentive listening, meticulous attention to detail, and a commitment to continuous innovation. As a subsidiary of EquiSoft since April 2018, Kronos operates in the vibrant St-Roch district, which is recognized as a growing technology hub.
RetireWare specializes in developing web-based financial mathematical models and software designed to assist individuals in making informed retirement planning decisions. The company's innovative tools cater to the needs of financial services firms and advisors, enabling them to provide tailored solutions for their clients. RetireWare's software facilitates the management of employer-sponsored retirement savings plans, enhancing the overall experience for plan members. By promoting value-based decision-making, RetireWare aims to support effective financial planning and ensure a secure transition into retirement for its users.
Planist Ltd. is a financial services company based in Montreal, Canada, that specializes in developing a platform and analytical tools for comprehensive financial planning and strategy. Founded in 1999, it provides financial professionals with access to a unique portal equipped with essential resources for creating detailed financial plans. The tools offered by Planist enable users to analyze various investment products and ensure their suitability for clients. As of January 2018, Planist operates as a subsidiary of EquiSoft, continuing its mission to enhance the capabilities of financial services professionals in delivering effective financial planning analysis and recommendations.
Universal Conversion Technologies specializes in data conversion software and migration solutions, serving various industries including public sector court administration, health, property and casualty insurance, and financial services across the United States, Canada, and Asia. The company offers a range of products designed for data analysis and cleanup, such as its browser-based data conversion architect, which facilitates data mapping and integration. Additionally, it provides comprehensive reporting solutions that include real-time data analysis, audit integrity, and various exception reports. Universal Conversion Technologies also delivers services such as project management, training, and prototyping to support data migration efforts. Founded in 1992 and headquartered in Addison, Texas, the company has established itself as a key player in the financial services marketplace, focusing on data conversion and integration needs.
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