Seamlessly pull client data from our large list of insurance and financial services partners. Equisoft will aggregate and help you throughout this full process. Don't worry, you will not have to do any manual entries.
Canada Life
Sun Life Financial
Great-West Life
Industrial Alliance
RBC Insurance
SSQ Financial Group
Manulife
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AFL Groupe Financier
Aurrea Signature
CF Canada Financial
Eterna Financial Group
Financial Horizons
FundEX
Gestion FÉRIQUE
Groupe Cloutier
GF Multi Courtage
Hub Financial
Investia Financial
Lafond Financial
Mérici SF
Mica Capital
Monarch Wealth
SF - G. Thibeault
Sterling Mutuals
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Equisoft/centralize
OneBoss
Univeris
VieFUND Coporation
VirtGate
Winfund
* upon agreement
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