Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, ...

The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in both capabilities and market leadership, making it a strong choice for individual and ...

The implementation of Equisoft/manage policy admin system consolidates ClearView's in-force portfolios onto a single modern platform, eliminating legacy system complexity and positioning the insurer ...

Commissioned by Equisoft as part of a new global study, this North American research will help carriers to plan, prioritize and make investment decisions on how to unlock the strategic value of their ...

MONTREAL, Feb. 7, 2019 /CNW Telbec/ - Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries has acquired AGEman Solutions, a Montreal-based digital ...

Montreal-based Equisoft, an insurance and investment software developer, today announced that it raised $125 million in venture equity. It’s a large amount made more significant by the fact that the ...

While many US financial advisors are probably unfamiliar with Equisoft, the firm is very much interested in the American wealth and insurance market, hence the announcement of its acquisition of ...

Joint integration lets advisors using Equisoft/connect push meeting notes and tasks into their CRM automatically, and ask their CRM questions with natural language, all through Continuum’s desktop app ...

The MarketWatch News Department was not involved in the creation of this content. The Equisoft/manage Policy Administration System achieved Celent's highest "Luminary" recognition for excelling in ...

Add Yahoo as a preferred source to see more of our stories on Google. Montreal-based Equisoft, an insurance and investment software developer, today announced that it raised $125 million in venture ...