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EquiSoft

Read 16 EquiSoft reviews and testimonials from customers, explore 13 case studies and customer success stories, and watch customer videos to see why companies chose EquiSoft as their Investment Management Software

Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise.

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  • 16 Testimonials View
  • 13 Case Studies View
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Customer Rating Review Score based on 1102 reference ratings
4.8/5.0 (1102)

16Testimonials

  • "Equisoft’s unique implementation methodology for OIPA ensures business and technology collaboration and alignment. The mentoring program will allow American Fidelity to become 100 % autonomous on the maintenance and evolution …

    Lisa Knatvold SVP of Worksite Group Operations

  • "In my 30 years in this industry, I searched for a comprehensive software that would allow me to best serve my clients. The tool offered by Equisoft is very comprehensive, …

    Valeurs Mobilières WhiteHaven

  • "Equisoft’s solution is purpose-built for wholesalers, asset management firms can now arm their sales force with an easy-to-use and intuitive tool that leverages the power of Lipper data to illustrate …

    Robert Jenkins Global Head of Research
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13 Case Studies

  • How One Life Insurance Carrier Accelerated Innovation by Implementing OIPA

  • A Distributor’s Radical Digital Transformation to Completely Automated Processing

  • How UV Insurance Realized Their Vision of Increased Efficiency

    Jean-Mathieu Sigouin Senior Vice-President, Technology & Innovation
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Additional EquiSoft Information & Resources

Read EquiSoft Reviews, Testimonials & Customer References from 16 real EquiSoft customers.

Browse EquiSoft Case Studies, Customer Success Stories, & Customer References from 13 businesses that use EquiSoft.

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