Meeting notes from every advisor-client conversation are pushed automatically into the corresponding Equisoft/connect record. This works across Zoom, Microsoft Teams, Google Meet, desktop softphones, ...

PHILADELPHIA, June 20, 2019 /PRNewswire/ - Global business-driven solution provider Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry ...

Financial tech solutions provider Equisoft has acquired US-based private software enterprise Grendel, a customer relationship management system (CRM) for the financial services industry. In India, the ...

While many US financial advisors are probably unfamiliar with Equisoft, the firm is very much interested in the American wealth and insurance market, hence the announcement of its acquisition of ...

MONTREAL, Feb. 7, 2019 /CNW Telbec/ - Equisoft, a leading global provider of digital business solutions for the insurance and wealth industries has acquired AGEman Solutions, a Montreal-based digital ...

MONTREAL, Oct. 26, 2021 /CNW Telbec/ - Equisoft, a leading global digital solutions provider to the insurance and investment industries, announced today a strategic partnership with Broadridge ...

Montreal-based Equisoft has acquired Kronos Technologies Inc., a Quebec City-based developer of web and mobile applications for the investment and insurance industry, the companies announced on ...