Equisoft Inc. is a global provider of innovative digital solutions tailored for the life insurance and wealth management industries. Founded in 1994 and headquartered in Montreal, Canada, with an additional office in Sydney, Australia, the company specializes in delivering a comprehensive ecosystem of services. Its offerings include SaaS policy administration, customer relationship management, financial planning tools, and solutions for asset allocation and portfolio analysis. Equisoft also provides financial advisors with tools for wealth management proposals, as well as software for quotes, illustrations, and agency management systems. The company is recognized as a leading partner for Oracle's insurance policy administration platform, leveraging extensive expertise in data migration and integration. Through its diverse range of services, Equisoft aims to empower clients to navigate the complexities of digital transformation in the financial sector.
VisCalc is a simple and economical graphical program for insurance brokers that is available on both desktop and cloud platforms.
CompuOffice Software
Acquisition in 2023
CompuOffice Software is an independent producer of specialized software solutions designed for the insurance industry in Canada. The company focuses on developing systems that facilitate research, comparison, and quotation for multiple carrier life insurance products. By offering robust analysis and database management tools, CompuOffice Software aims to enhance the efficiency and accuracy of insurance-related processes for businesses in the sector.
Altus
Acquisition in 2021
Altus is a specialist provider of consultancy services to the Financial Services sector.
Grendel
Acquisition in 2019
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
Acquisition in 2018
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, the company has earned a reputation for offering innovative products that prioritize rapidity, flexibility, and strong client relationships. As a subsidiary of EquiSoft since 2018, Kronos Technologies provides customer relationship management software, including Kronos Finance and Kronos FNA, which feature unique functionalities for importing in-force insurance policies and investments. These applications are designed to help advisors, managing general agents, and dealers centralize their clients' insurance and investment data, equipping them with powerful sales and compliance tools. Kronos is committed to listening to its clients, paying attention to detail, and fostering innovation in its offerings.
RetireWare
Acquisition in 2018
RetireWare specializes in the development of innovative web-based financial mathematical models and software designed to assist individuals in making informed retirement planning decisions. The company offers solutions that help financial services companies and advisors manage and organize retirement savings plans effectively, enhancing the overall experience for plan members. RetireWare's software is flexible and can be integrated into existing delivery platforms, ensuring that it meets the specific needs of its clients. By providing advanced tools tailored for financial planning, RetireWare supports value-based decision-making for individuals preparing for retirement.
Planist
Acquisition in 2018
Planist Ltd. is a financial services company based in Montreal, Canada, founded in 1999 and currently a subsidiary of EquiSoft. The company specializes in developing a financial platform and analysis tools designed to assist financial services professionals in creating comprehensive financial plans and strategies. Planist's unique financial portal offers access to various analytical tools that facilitate the development of effective financial planning and ensure the suitability of specific investment products. By providing these resources, Planist aims to enhance the quality of financial planning analysis and recommendations for its clients.
Universal Conversion Technologies
Acquisition in 2016
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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