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Corporate News
Equisoft and Life Design Analysis announce strategic partnership to help financial professionals deliver customized solutions to clients
Equisoft is proud to formally announce a new partnership with Life Design Analysis (LDA), a cloud-based sales and productivity solution for advisors and MGAs to empower financial advisors and MGAs to deliver customized solutions to their clients.Read Press Release -
Corporate News
Equisoft Announces Launch of CE-Accredited Webinar Series for Insurance and Financial Advisors
The Equisoft advisor webinar series is a free comprehensive online resource comprising of webcasts that provide financial advisors with the opportunity to earn Continuing Education (CE) credits while gaining valuable insights.Read Press Release -
Advisor Productivity
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Article
