Equisoft vs Practifi
EquisoftPolicy Administration Systems
CustomPublished price
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Equisoft Policy Administration Systems The bridge to insurance intelligence | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Policy Administration Systems | Wealth Management Platforms |
| What it is | Financial services technology platform for advisors and carriers. | Client engagement platform for wealth management on Salesforce. |
| Pricing | ||
| Published price | Custom Equisoft's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. | From $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 1994 | 2013 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | Montreal, QC | Chicago, IL |