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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 1044 reference ratings
4.8/5.0 (1044)

16Testimonials

  • “Our client data is housed in different systems that aren’t integrated. If I want aggregated client data, I have to jump in and out of different distributor, carrier and dealer …

    Large Distributor Service Provider

  • "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

  • "The equisoft centralize software is easy to use because its structure is logical and integrated. The data entry sequence is rigorous and the follow up functions user-friendly which minimizes the …

    Gino Savard President
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13 Case Studies

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

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

    Glen O. A. Ritchie Family Guardian President

  • How a Tier 1 Carrier Moved 400,000+ Policies to a Modern PAS

12 more case studies currently locked

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.

FeaturedCustomers has 1,912,646+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.