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Equisoft offers a complete suite of financial advisor tools.
A powerful CRM software designed to help advisors spend less time maintaining data, and more time engaging customers.
A compliant financial planning software that helps advisors make in-depth financial needs analysis of their customer’s current and future plans.
The most comprehensive asset allocation tool for advisors, allowing to easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.
A solution designed to help advisors effectively conduct detailed head-to-head investment product comparisons, without compromising on compliance.
Discover the widest range of life insurance products in Canada and gain key details on renewals, underwriting, plan descriptions, and compare different companies with ease.
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