Equisoft

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.