Trust
Security & compliance
SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Financial services technology platform for advisors and carriers.
Pricing
Custom quote
Founded
1994
Team size
501-1,000 employees
Headquarters
Montreal, QC
Preview from equisoft.com
At a glance
Pricing model
Custom quote
Integrates with
Oracle Insurance Policy Administration (OIPA)Google APIs
Security
SOC 2
About Equisoft
Equisoft is a global provider of digital software for insurance and wealth-management organizations, offering policy administration (SaaS), CRM, financial needs analysis, financial planning, asset allocation, quotes/illustrations, e-applications, and advisor/broker portals. It is also a major Oracle OIPA implementation partner. It serves insurers, financial institutions, and their advisors worldwide.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Equisoft
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