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  • 4.8 / 5.0 (2371)
    43+ References
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    14+ References
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EquiSoft Case Studies

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

  • How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

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  • EIS Group
    Reference Rating
    4.8 / 5.0
    Customer References 43 total
    About

    EIS Group moves insurance carriers closer to their customers. Leading insurers use the EIS digital insurance platform to build and deliver fast, simple, engaging experiences across the entire insurance lifecycle …

  • IMTC
    Reference Rating
    4.8 / 5.0
    Customer References 14 total
    About

    IMTC is a New York City-based fintech company revolutionizing fixed income portfolio management. Its cloud-native platform equips investors managing portfolios for retail and institutional clients with advanced optimization and automation …

  • Preqin
    Reference Rating
    4.8 / 5.0
    Customer References 42 total
    About

    Preqin is the Home of Alternatives, foremost provider of data, analytics and insights to the alternative assets community. From pioneering rigorous methods of data collection to developing a revolutionary platform, …

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