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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 43 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 …

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  • Iress
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    4.8 / 5.0
    Customer References 51 total
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    Iress is a global team of 2,300+ people building software that helps the financial services industry perform at its best. From the world's most iconic financial services brands to advice …

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  • WealthForge
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    4.8 / 5.0
    Customer References 5 total
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    WealthForge is a financial technology company that uses regulatory expertise to develop technology solutions that streamline investments in alternative securities. Altigo, stheir straight through processing platform, reduces NIGO errors and …

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