Our history

Who are we?

Kronos

History

Who are we?

Equisoft is recognized for its innovative vision and its contributions to the transformation of the financial services market. The organization continues to evolve in order to develop cutting-edge products and remain at the forefront of the industry.

Our business is powered by a deep understanding of our clients’ needs and a constant desire to innovate.
Kronos

1994

The Founding of Equisoft

Equisoft specializes in the design of business solutions for the insurance, wealth management, data conversion, media and publishing industries. Equisoft develops and markets different software solutions that cover the full range of life insurance and annuity products for companies in the financial services sector.

Kronos

2000

First Wave of Growth

Equisoft experiences moderate but stable growth: the company has 15 employees at the start of the year 2000. This very first wave of growth, albeit modest, transforms Equisoft by enabling it to diversify its mandate and preferred sectors.

Kronos

2004

Explosive Growth

With the implementation of an ambitious growth plan, the company grows from 16 to 50 employees in less than 3 years. The skills and experience of its employees, a focus on customer relationships and independence from major technology providers, give Equisoft all the tools necessary to access a broader network of potential clients, allowing larger projects to be carried out.

Kronos

2009

First Version of InsuranceElements

Equisoft develops the first version of one of its flagship front-end products InsuranceElements, an advanced platform featuring four components - Insurance needs analysis, illustrations & embedded sales strategies, electronic application as well as policy servicing and agent portal.

Kronos

2012

Strategic partnership with Oracle

Equisoft becomes Oracle’s first integration partner specialized in insurance, and also launches WealthElements, an advanced web-based wealth planning platform designed for financial advisors.

Kronos

2016

UTC Acquisition

On, January 1, Equisoft acquires Universal Conversion Technologies (UCT) a company specializing in data conversion for the insurance industry, located in Dallas, Texas.

Kronos

2018

Kronos Technologies Acquisition

In April, Equisoft acquires Kronos Technologies, a frontrunner in the development of web and mobile applications for the investment and insurance sectors. Kronos Technologies is best known for its cutting-edge customer relationship management (CRM) application, Kronos Finance, and financial needs analysis (FNA) tool, Kronos FNA. During the same year, Equisoft also acquires Apeiron, Planiste and Arcbees.

Kronos

2019

AGEman Solutions Acquisition

Maintaining its acquisition momentum, Equisoft acquires AGEman Solutions, a digital provider recognized for its agency management systems designed for the Canadian distribution market. With this addition, Equisoft now offers a full set of integrated solutions in Canada: from life insurance carrier core and sales solutions, to MGA sales processing systems, to advanced front-end tools for advisors and brokers.

Awards

Finalist Mercuriades - Employer of The Year, 2018

Finalist Mercuriades - Employer of The Year, 2018

Finalist Mercuriades - Productivity Increasement, 2018

Finalist Mercuriades - Productivity Increasement, 2018

Finalist Fidéides - High Technology, 2018

Finalist Fidéides - High Technology, 2018

Winner Créateurs d’emplois du Québec - Coup de cœur, 2018

Winner Créateurs d’emplois du Québec - Coup de cœur, 2018

Winner Wealth Professional Awards – Best Service Provider, 2016

Winner Wealth Professional Awards – Best Service Provider, 2016

Finalist Vision Trophies - Best Visionary Business of the Year, 2014

Finalist Vision Trophies - Best Visionary Business of the Year, 2014

Winner of Fidéides - High Technology, 2014

Winner of Fidéides - High Technology, 2014

Finalist Octa - Mobile Solutions, 2014

Finalist Octa - Mobile Solutions, 2014

Finalist Fidéides - High Technology, 2013

Finalist Fidéides - High Technology, 2013

About Equisoft

Equisoft strong and motivating business culture enables us to deliver innovative solutions that surpass industry standards.
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