Since 1994, our team has evolved extensively in order to offer cutting edge products for the wealth management and insurance industries.
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Recognized for a culture built on individual talents and the collective genius of our company, we aim to achieve new standards.
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Equisoft/connect is a Web-based client management application specialized for finance and insurance professionals.
Easily target your sales opportunities with this complete tool for analyzing financial and insurance needs.
Our applications and services
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