EquiSoft Testimonials

"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 much less interested in giving you their time just for product presentations now. They want your advice – especially when it comes to practice growth."

"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 risk of error."