Equisoft is a global software company providing digital solutions to the financial services industry, particularly in insurance and wealth management. Their services include policy administration, agency management, CRM, financial planning, and data migration. They cater to product manufacturers, distributors, and advisors. Equisoft's unique selling proposition is its ability to deliver efficient and sustainable financial services through innovative digital technology, enhancing client operations and compliance. Their focus on collaboration and client satisfaction sets them apart in the industry. With a strong global presence, they support over 278 client partners worldwide.