An integrated suite built for advisors
Discover our specialized insurance and wealth management products across all your processes and generate results that speak for themselves.
Discover our specialized insurance and wealth management products across all your processes and generate results that speak for themselves.
A CRM designed for financial advisors.
Equisoft/connect centralizes insurance, investments, and client profiles in one place, allowing you to focus on what matters most: your clients.
The tool that simplifies your financial planning. Equisoft/plan streamlines your analysis, automates the creation of plans, and optimizes your recommendations to strengthen your clients' confidence.
The tool that transforms your investment analysis into competitive advantage.
Equisoft/analyze accelerates sales through in-depth analysis and guided investment product positioning process.
Simplified search and comparison of life insurance.
Quickly find the best life insurance offers for your clients through a comprehensive database and powerful comparison tools.
100+
Canadian employees dedicated to advisor support
900+
Equisoft employees in financial services
30,000+
Advisors using our products
300+
Corporate accounts
Whether you're an individual organization, strategic partner, or seeking combined packages, we've crafted flexible solutions to maximize your ROI. Our transparent pricing scales with your size, industry, and growth goals.
CRM, financial planning, portfolio analysis, and insurance search. One provider for all your needs.
A growing partners and integrations network that continuously adapts to your workflows and automatically syncs your data.
Comprehensive compliance with integrated audit trails and SOCII certification. Banking-grade security and regulatory standard compliance so you can focus on your clients with peace of mind
Our advisors gain free time and revenue through automation of repetitive tasks. Less administrative work, more client relationships.
Share information and work together efficiently and securely within your team.
Personalized training, responsive technical support, and ongoing guidance. Our team guides you to maximize your return on investment.
Anthony B.
Practice Management
Relationship Management
Practice Management
George Aguiar
Products that amplify your expertise to offer the best to your clients.
