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Quotes & Illustrations
Integrated Insurance Quoting and Illustration and e-Application Solutions Drive Superior Client Experiences
Insurance companies that implement digital agent and client tools as part of their modernization journey will increase speed-to-market.Read Article -
Policy Administration System
How to Kick-Start PAS Modernization: Part 1
Starting your PAS modernization journey? We're sharing our learnings from helping 50 of the world's leading financial institutions.Read Article -
Financial Needs Analysis
5 ways advisors can take the stress out of compliance
How advisors can create awesome client experiences by taking the stress out of compliance through an automated process that is efficient.Read Article -
Advisor Productivity
3 Steps to implementing a strategic marketing system for your practice
Three steps financial advisors can take to implement a strategic marketing system which helps build your brand, find great prospects and grow your business.Read Article -
Corporate News
Dynamic Funds Takes Home Gold and Horizons ETFs Takes Silver for the 2020 Equisoft Award for Fund Provider of the Year
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.Read Press Release -
Policy Administration System
Exclusive: New Celent Executive Research on Life Insurance Core Modernization
Underwritten by Equisoft, this new research focuses on a specific window in the implementation of a modern policy administration system to understand the tipping point for project approval and how intangible costs and benefits are weighed in the decision-making process.Read Press Release -
Corporate News
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
Equisoft announced today that it has been selected as a Finalist for the WP Readers' Choice Award for Service Provider of the Year for the 2020 Wealth Professional Awards.Read Press Release -
Corporate News
Equisoft's Accelerate Series connects life insurance and wealth executives with industry thought leaders to fast-forward their digital transformation in the new normal
Equisoft today announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors.Read Press Release -
Asset Allocation and Wealth Analysis
Equisoft Brings an Innovative Investor Benchmarking Tool to the Insurance and Wealth Management Industries
The latest innovation from Equisoft's R&D team leverages the firm's big data and artificial intelligence research to deliver a unique way of gauging investor financial well-being.Read Press Release -
Corporate News
Equisoft reinforces its APAC onshore capabilities with new office in Australia
Following the opening of its India offices in 2016, this latest investment in Australia reinforces Equisoft's commitment to support an expanding APAC client base.Read Press Release -
Corporate News
Equisoft Partners with Refinitiv to Deliver a Powerful Solution for Wealth Managers
Equisoft announces the launch of Equisoft/analyze for wholesalers, a sales acceleration platform solution powered by Refinitiv designed to help fund wholesalers enhance their value proposition to advisors by offering advisors insightful fund and portfolio analytic services.Read Press Release -
Corporate News
National Western Life Selects Equisoft to Accelerate its Growth Strategy
National Western Life Insurance Company to replace its core legacy policy administration system to support its digital growth initiatives.Read Press Release -
Corporate News
Equisoft, IAC and ICAC Announce IFRS 17 Compliance Seminar Series
Equisoft in partnership with the IAC and the Institute of Chartered Accountants of the Caribbean will host a series of comprehensive seminars that will help insurers facilitate the changes necessary to achieve and maintain compliance with IFRS 17.Read Press Release -
Corporate News
Global Financial Technology Provider Equisoft Appoints Ruben Veerasamy as Head of the Caribbean Region
Equisoft today officially announced the appointment of Ruben Veerasamy as Senior Vice President, Caribbean.Read Press Release -
Corporate News
Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software
The agreement formalizes Cégep de Sainte-Foy's decision to adopt Equisoft/plan (formerly Kronos FNA) as the official financial planning software in their financial services and insurance technical program.Read Press Release -
Corporate News
Equisoft to share its blueprint for modernization success at InsureTech Connect
Equisoft is pleased to announce that it will co-host a <strong>pre-conference</strong> <strong>workshop on Succeeding at Life Insurance Technology Modernization</strong>, along with its long-time business partner Oracle, at the upcoming InsureTech Connect (ITC)Read Press Release -
Corporate News
Equisoft announces the rebranding of all its products under a unified, global architecture
Equisoft is announcing the rebranding of its product offering tailored to the life insurance and wealth management industries.Read Press Release -
Corporate News
Equisoft acquires Grendel, advancing its growth strategy in the United States
Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry.Read Press Release
