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Structured public business summary
Equisoft
Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals.
Montreal, Quebec, Canada
Business nature
- Primary business nature
- Not provided
- Customer market
- Not provided
Operating hours
Hours not provided.
Categories
- Wealth management (primary)
- Financial Services & Insurance
Service areas
- Montreal, Quebec, Canada
Public contacts
- Public email: marketing@equisoft.com
- Public phone: +1 888 989 3141
- crunchbase: https://www.crunchbase.com/organization/equisoft
- equisoft: https://www.equisoft.com/our-people/bob-thrall
- facebook: https://www.facebook.com/EquisoftSolutions
- linkedin: https://www.linkedin.com/company/equisoft
- linkedin: https://www.linkedin.com/in/bobthrall/
- linkedin: https://www.linkedin.com/shareArticle?mini=true&url=https://www.equisoft.com/glossary/data-as-a-service-daas
- linkedin: https://www.linkedin.com/shareArticle?mini=true&url=https://www.equisoft.com/glossary/cloud-solutions-computing
- linkedin: https://www.linkedin.com/shareArticle?mini=true&url=https://www.equisoft.com/glossary/model-portfolio-services-mps
- linkedin: https://www.linkedin.com/shareArticle?mini=true&url=https://www.equisoft.com/insights/equisoft-takes-home-industry-service-provider-of-the-year-award
- twitter: https://twitter.com/Equisoft
- twitter: http://twitter.com/intent/tweet?url=https://www.equisoft.com/glossary/data-as-a-service-daas
- twitter: http://twitter.com/intent/tweet?url=https://www.equisoft.com/glossary/cloud-solutions-computing
- twitter: http://twitter.com/intent/tweet?url=https://www.equisoft.com/glossary/model-portfolio-services-mps
- twitter: http://twitter.com/intent/tweet?url=https://www.equisoft.com/insights/equisoft-takes-home-industry-service-provider-of-the-year-award
- wikidata: https://www.wikidata.org/wiki/Q134738198
- youtube: https://www.youtube.com/@equisoftadministration6205
Declared AI capabilities
- Online booking — Detected from public website navigation or discovery metadata.
- Online support — Detected from public website navigation or discovery metadata.
Directory status
Registry verification: Not Registry Verified
Directory score: 90
Public source evidence
- Insurance & Investment Software Solutions | Equisoft
- Equisoft Takes Home Industry Service Provider of the Year Award
- What is a Model Portfolio Service (MPS)? Benefits Explained | Equisoft
- Definition Cloud Solutions & Cloud Computing | Equisoft
- What Is Data as a Service (DaaS)? Benefits, Use Cases & More | Equisoft
- Software Solutions for the Insurance & Financial Investment Industries
- Our Services | Data Migration, OIPA Integration & IFRS 17 Compliance
- About Us | Equisoft
- Turnkey Insurance Illustrations for Small to Mid-Sized Carriers
- Wealth & Investment Management Software Solutions | Equisoft
- Software Solutions For The Insurance Industry | Equisoft
- Investment Analysis & Sales Enablement Software | Equisoft/analyze
- AI-Powered Back-Office Suite for Any Policy Admin System
- Insurance Advisor and Client Engagement Portal | Equisoft/sync