Recognition, Awards and Certifications

Equisoft has been selected, for the seventh consecutive year, among the finalists to receive the WealthTech Service Provider of the Year Award at the WP Awards annual wealth management industry event.

Equisoft was proud to hand out the 2020 Equisoft Fund Provider of the Year Award to Dynamic Funds, who stood out among eleven top-rated finalists for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry best practices.

Equisoft announced today that it has been selected as a Finalist for the Readers’ Choice Award for Service Provider of the Year in the 7th annual Wealth Professional Awards.

Equisoft, a leading provider of digital business solutions for the insurance and wealth industries, has won the most Policy Administration System (PAS) deals in Latin America among vendors reviewed by Celent for their report on deal trends.

In its 2023 Policy Administration Systems: LATAM Life Insurance Edition report, Celent ranks Equisoft/manage, a SaaS policy administration system, in the Luminary category for its advanced technology and functionality.

Equisoft is proud to announce the achievement of its Statement on Standards for Attestation Engagements (SSAE 18 SOC 2) certification.

Equisoft recently became the world’s first systems integrator specializing in the latest certifiable release (version 10) of the Oracle Insurance Policy Administration for Life and Annuity (OIPA) policy administration platform.