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7.28.2024
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Philadelphia, July 28, 2024 – In a new research report underwritten by Equisoft, Novarica presents the findings of an interview series conducted with mid- to large-size US life insurance carriers to identify the key drivers for policy administration system modernization projects, as well as the major factors that determine their ...
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6.22.2024
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Montreal, Canada, June 22, 2024 – As sponsor of the Wealth Professional Awards, Equisoft will be honored to present “The Equisoft Award for Fund Provider of the Year” to a fund company who stands out for having consistently delivered superior advisor service, while pushing the boundaries of innovation and industry ...
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6.16.2024
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
Montreal, Canada, June 16, 2024 – 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 2024 Wealth Professional Awards. Presented by Wealth Professional magazine, the Wealth Professional Awards celebrates excellence in the Canadian wealth ...
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6.3.2024
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Philadelphia, June 3, 2024 – Equisoft, a global provider of digital business solutions for the insurance and wealth industries, today announced the appointment of David P. Nicolai as Vice President, Insurance Solutions USA. David brings over 25 years of technical and business experience in the enterprise insurance software and services ...
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5.5.2024
Equisoft’s Accelerate Series connects life insurance and wealth executives with industry thought leaders to fast-forward their digital transformation in the ...
Philadelphia, USA, May 7, 2024 – Global digital solutions provider 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. These live sessions will be presented from May 14 to September 10 (the ...
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7.28.2024
Digital and New Business Capabilities are Driving Mid- to Large-Size Life Insurers’ Modernization: Novarica CIO Study
6.22.2024
Finalists Announced for “The Equisoft Award for Fund Provider of the Year”
6.16.2024
Equisoft Selected as a WP Awards Finalist for a Fifth Consecutive Year
6.3.2024
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
5.5.2024
Equisoft’s Accelerate Series connects life insurance and wealth executives with industry thought leaders to fast-forward their digital transformation in the ...
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Choose from our modular solutions, Equisoft/apply, Equisoft/illustrate, and our turnkey Equisoft/manage platform to give your policy lifecycle management process a competitive edge. Equisoft insurance solutions integrate seamlessly with all policy administration systems. You can also upgrade your entire back office by taking advantage of our unique expertise as world-leading integrator of the Oracle Policy Administration for Life and Annuity system.
Discover our Insurance solutions
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Financial Needs Analysis
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Build deeper long-term client relationships using our CRM software for advisors.
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Customizable and easy-to-use tools for creating an engaging, compliant overview of a client’s current situation and future needs, especially with regard to insurance coverage.
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Advanced wizard enabling simple, speedy data entry for insurance policy submissions and servicing.
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Improve new business and underwriting processing with the Oracle Insurance Policy Administration for Life and Annuity system.
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Claims & Policy Servicing
Perform claims management tasks more effectively with the Oracle Insurance Policy Administration for Life and Annuity system.
Policy Administration
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Data conversion
Reduce the risk and cost of data migration using the unique expertise of Equisoft subsidiary UCT, the only company in the world devoted to migrating data for life and annuity insurers.
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Drive growth while enhancing advisor and investor experience. Equisoft offers a full range of web-based solutions that address every step of the wealth management sales process, including Equisoft/analyze for advisors and Equisoft/analyze for wholesalers. The Equisoft/analyze series provides modular and turnkey sales, compliance and engagement toolsets that integrate seamlessly with your back-office system.
Discover our Wealth solutions
CRM for Advisors
Client Data Capture
Know your Client (KYC)
Financial Needs Analyst (FNA)
Asset Allocation Analyst (AAA)
Product & Portfolio Analytics
Investment Proposal & IPS
Client Onboarding
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Client Data Capture
Investor-friendly data capture and interactive tools (goals, net worth, cash flow, investor profile, retirement, etc.) allowing advisors to interact efficiently with their customers.
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Financial Needs Analyst (FNA)
Easy-to-use tools for assessing a client’s current financial situation in compliant fashion, creating goalbased plans and evaluating insurance needs.
Asset Allocation Analyst (AAA)
Sales-oriented, compliance-friendly software allowing advisors to efficiently prepare compelling investment proposals in four easy steps.
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Improve advisor communications and increase sales performance by standardizing and automating the positioning of investment products throughout the sales force.
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Client Onboarding
Provide the investor with a fast data-capture tool to gather all information required and securely create an account.
Client
Servicing
Keep the communication going by allowing the investor to update key profile information and monitor goal achievements.