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Corporate News
Buck Becomes First Equisoft Client to Finalise Testing for Pensions Dashboard
Buck becomes first Equisoft client to finalise testing for Pensions DashboardRead Press Release -
Corporate News
Leading Analyst Firm, Celent, Recognizes Equisoft as One of the Best Policy Administration Solutions
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.Read Press Release -
Corporate News
Equisoft Strengthens Leadership Team with the Appointment of Sophia Bennaceur as New Board Member
Bennaceur from Morgan Stanley Montreal will play a crucial role in enhancing operational efficiency as Equisoft's global expansion continues.Read Press Release -
Corporate News
PensionBee adopts ViaNova transfer standards for pension consolidation with Equisoft’s back-office system
The use of open standards and Equisoft/transfer solution allows PensionBee to deliver transfers in minutesRead Press Release -
Corporate News
Broadstone selects Equisoft’s Pension Fusion as Pensions Dashboards ISP
Broadstone selects Equisoft to connect its clients to the Pensions DashboardsRead Press Release -
Corporate News
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms.Read Press Release -
Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
Corporate News
Pension and Investment Management Solutions Provider Altus Business Systems Rebranded as Equisoft
The rebrand aligns Altus and Equisoft’s strategic product capabilities and complementary expertise under one umbrella. Altus Consulting remains independent under the Altus brand.Read Press Release -
Advisor Productivity
Equisoft Launches All-Inclusive Online Hub for Financial Advisors
Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.Read Press Release -
Future of Insurance
Life insurance technology leaders kick off ITC week at Equisoft’s Elevate, a gathering to spark innovation and ignite growth
Former head of Disney University headlined Elevate, inspiring life insurance audience to unlock creativity and accelerate digital transformationRead Press Release -
Mutual Fund Fact Sheets
Portfolio Strategies Corporation Chooses Equisoft to Fulfill New Know-Your-Product Regulatory Requirements
Fund Compare Module of Equisoft/analyze Helps Wealth Professionals and their Firms Comply with Regulatory Requirements in CanadaRead Press Release -
Corporate News
Equisoft Welcomes Industry Veteran David Shively as New COO
As the new Chief Operating Officer, David Shively will draw on his extensive industry experience to support the scaling of Equisoft’s leadership position in financial services.Read Press Release -
Corporate News
Seventh Consecutive WP Awards Nomination for Equisoft
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.Read Press Release -
Corporate News
Equisoft Boosts APAC Presence with the Hiring of Seasoned Digital Transformation Evangelist
The recent appointment of Naintara Sahay as Vice President, Sales Insurance & Wealth Management, APAC reinforces Equisoft’s commitment to support an expanding client base in Australia, New Zealand and the broader APAC region.Read Press Release -
Future of Insurance
New Life Insurance Focused Podcast Aims to Unpack Digital Transformation
Presented in partnership by Equisoft and Insurance Innovation Reporter, the Life Accelerated Podcast Series will feature top life insurance executives who will share actionable insights on how they are achieving digital transformation.Read Press Release -
Agency Management System
Cenfri & Equisoft Research: Low Consumer Trust Holding Back Insurance Distribution in Africa
Africa-focused Equisoft & Cenfri research identifies critical insurance distribution challenges caused by legacy technology systems, data silos and poor consumer attitudes towards the industry.Read Press Release -
Policy Administration System
Celent ranks Equisoft/manage as one of the best policy administration solutions for its advanced technology and functionality
Equisoft is proud to announce that it was ranked in the highest category, “Luminary”, in Celent’s latest report on policy administration systems (PAS) in Latin America (LATAM), powered by VendorMatch.Read Press Release -
Corporate News
Equisoft Continues Latin American Expansion With New Office in Colombia
This is the company’s second location in Latin America after Chile.Read Press Release
