Seamlessly pull client data from our large list of insurance and financial services partners. Equisoft will aggregate and help you throughout this full process. Don't worry, you will not have to do any manual entries.
AgenZ
Alliance
Aurrea Signature
Barrington
BELAY
Beneva
Botica
Boulos
Canada Life
CanFin
Carte
Canada Financial
CustomPlan
De Thomas
Elite
Equity Associates
Experior
Equisoft/centralize
Financière Sentiel
Financial Horizons
FundEX
Gestion FÉRIQUE
MaxFin
Multi Courtage
Great-West Life
Groupe Cloutier
Gryphin Advantage
Hub
IDC WorldSource
Industrial Alliance
Investia Financial
InfoPrimes
IPCC
Keybase
MSA Financial
Lafond
London Life
Maestro
Manulife
Max Financial
Mérici SF
Mica Capital
Monarch
Multi Courtage
OneBoss
PEAK
Portfolio Strategies
PMT Roy
Professional Investments
QFS
Richardson Wealth
RBC Insurance
Groupe SFGT
SF - G. Thibeault
Sentinel
SSQ
Sterling Mutuals
Sun Life Financial
Univeris
VieFUND
VirtGate
Winfund
WhiteHaven
ZLC Financial
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