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Fintech Integration Marketplace / Wealth Management / CRM

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Equisoft

Equisoft wealth management solutions help financial institutions streamline processes, enhance the advisor and investor experience, and grow sales. Currently used by thousands of wealth professionals worldwide, they leverage Equisoft’s deep knowledge of the wealth industry and more than 25 years of experience developing wealth-related, sales-oriented tools.

Equisoft’s extensive insurance offering leverages flexible, state-of-the-art technology to achieve client objectives. We add value through deep knowledge of the insurance industry, featuring more than 25 years of experience working with insurance companies of all sizes. We tailor our approach to your specific digital transformation and customer engagement challenges. And our dedicated insurance data migration team has experience with over 100 legacy systems.

Website

https://www.equisoft.com/

Contacts

https://www.facebook.com/EquiSoftSolutions/

https://www.linkedin.com/company/equisoft/

https://twitter.com/equisoft

Equisoft

Insurance:

  • Equisoft/illustrate – A flexible, user-friendly, multichannel solution for generating and comparing compliant quotes and illustrations.
  • Equisoft/apply – An easy-to-use, sales-flow-oriented wizard for electronic applications resulting in fast and seamless policy approvals.
  • Financial Needs Analysis – Available separately or as part of our turnkey insurance solution
  • Self Service Portal – Available separately or as part of our turnkey insurance solution

Wealth Management:

  • Grendel CRM
Equisoft

Companies that integrate with Equisoft

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM

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Equisoft

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