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EquiSoft

Read 16 EquiSoft reviews and testimonials from customers, explore 14 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 1186 reference ratings
4.8/5.0 (1186)

16Testimonials

  • "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 …

  • "For Sura, the transformation of processes and their leverage in a tech platform seeks to generate efficiencies in the operation that enable the development of the strategy. We are in …

  • "With a strong focus on the technological shift, my teams worked tirelessly in 2019 to create a new, strong brand image and to modernize our digital platforms. Now deployed, these …

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14 Case Studies

  • Hamilworth Mutual Funds engages 8 of 10 advisors with Equisoft

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

  • Beymount Group grows wealth accounts 33.3% with Equisoft

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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 14 businesses that use EquiSoft.