Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Insurance and wealth management software suite spanning financial planning, CRM, and policy administration.
Description
Equisoft provides insurance and wealth management software including financial planning, CRM, and policy administration tools, helping carriers and advisory firms digitize client engagement and back-office processes.
Integrations
Equisoft has 2 integrations in our directory
Search below to find what you're looking for
- Pulse Level 1
- Salesforce Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
