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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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Customer Rating Review Score based on 1090 reference ratings
4.8/5.0 (1090)

16Testimonials

  • "Oracle is a trusted brand around the world and Equisoft has the most extensive track-record as an OIPA integrator, so we’re getting the best of both worlds."

  • "This software has helped us automate 85% of our business processes straight through, without any kind of intervention. It’s indispensable."

  • "The challenge for all of us is that, as agents redefined themselves as advisors in response to increased customer expectations, they expected wholesalers to make a similar change. Advisors are …

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13 Case Studies

  • Caribbean Insurance Leader, Family Guardian, Begins Policy Administration Modernization with Equisoft

  • How a Top Advisor Increased Efficiency & Grew Sales by 30% with …

  • The desire to create a world-class digital customer experience started GCU on …

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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.