Discover our ecosystem of products designed to meet all the needs of your insurance and wealth management business. Together, these solutions form a technological environment that drives your growth and enhances the client experience at every step of the financial journey.
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.
Key features
The tool that simplifies your financial planning. Equisoft/plan streamlines your analysis, automates the creation of personalized plans, and optimizes your recommendations to strengthen your clients' confidence.
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The tool that transforms your investment analysis into competitive advantage. Equisoft/analyze accelerates sales through in-depth analysis and guided investment product positioning process.
Key features
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.
Key features
Experience true workflow efficiency as client information flows automatically between our products. Say goodbye to duplicate data entry and costly transcription errors with our unmatched market connectivity.