Description

Equisoft is a suite of insurance and wealth management solutions designed for financial analysts and wholesalers. It enables users to generate and compare compliant quotes and illustrations, sign forms for submission or intermediary underwritings, create package submissions and market shares, configure application forms and data entry processes, upgrade and streamline product development, accelerate complex migration projects on a compressed schedule, identify data inconsistencies and resolve various anomalies, configure XML by code completion and code snippet, as well as automate systematic production of regulatory and marketing documents. Solutions include Equisoft/analyze for advisors (WealthElements Advisor), Equisoft/analyze for wholesalers (WealthElements Wholesaler), Equisoft/apply (Electronic Application), Equisoft/connect (Kronos Finance), Equisoft/centralize (AGEman), and Equisoft/design (RuleStudio).