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EquiSoft Case Studies

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

  • Turning Illustrations from Table Stakes into a Competitive Advantage

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  • EIS Group
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    4.8 / 5.0
    Customer References 44 total
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    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
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    4.8 / 5.0
    Customer References 14 total
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    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 …

  • SEI
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    Customer References 16 total
    About

    Technology and Investment Solutions | SEI We deliver technology and investment solutions that connect the financial services industry. We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through …

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