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.

Aurora Patrascu

Vice President, Special Projects

Past deals in Montreal

Planist

Acquisition in 2018
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.
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