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.

Website: equisoft.com

Employees: 500 - 999

HQ: 267-223-6241

Location: Philadelphia, PA, US

Revenue: 50 - 100 Million

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EquiSoft: A Leading Provider of Insurance and Investment Digital Solutions EquiSoft is a global provider of advanced insurance and investment digital solutions, founded in 1994. With over 250 of the world's leading financial institutions in 16 countries as their clients, EquiSoft offers a range of innovative products and services that cater to the needs of the financial industry. Their 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's expertise extends beyond their products, with a team of over 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia. Their business-driven approach, deep industry knowledge, innovative technology, and extensive experience make them a trusted partner for financial institutions. EquiSoft is also Oracle's largest and most experienced partner for the OIPA platform, further solidifying their position as a leader in the industry. The company's commitment to innovation and customer satisfaction is evident in their extensive portfolio of products and services. Their products are designed to tackle the challenges of digital disruption and provide solutions that are tailored to the needs of their clients. With a strong presence in North America, EquiSoft is well-positioned to serve the needs of financial institutions globally. In conclusion, EquiSoft is a leading provider of insurance and investment digital solutions, with a strong track record of delivering innovative products and services to their clients. Their commitment to excellence, deep industry knowledge, and extensive experience make them a trusted partner for financial institutions. With a strong presence in North America and a growing global footprint, EquiSoft is well-positioned to continue leading the way in the financial technology industry.

Equisoft is a company that helps other businesses with their insurance and investments. They have been around since 1994 and work with over 250 big financial companies in 16 countries. They offer many different services, like software that helps with policy management, customer relationship management, financial planning, and more. They also have experts in different countries who can help with these services. Equisoft is a trusted partner of Oracle, a well-known technology company. They have a lot of experience and knowledge in the industry, and they use this to help their clients succeed in a time of big changes in technology. You can visit their website to learn more.