An easy-to-use, sales-flow-oriented wizard for electronic applications resulting in fast and seamless policy approvals.
A comprehensive asset allocation and
wealth analysis tool.
A sales acceleration platform featuring guided investment product positioning and analytics.
A back-office system connecting all stakeholders for streamlined insurance distribution and commission management.
An advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency.
A complementary OIPA (Oracle Insurance Policy Administration) configuration and release management tool ensuring fast and cost-effective implementations.
A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.
A SaaS policy administration solution using low-risk, production‑ready digital business processes.
An intuitive and effective financial planning solution providing comprehensive financial portraits.
Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back office services and a unique data migration expertise. The firm’s industry-leading products include CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals.
Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and a growing team of over 400 specialized resources based in the USA, Canada, Latin America, South Africa and India, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption.
