Equisoft
Equisoft Inc. is a global provider of innovative digital solutions tailored for the life insurance and wealth management industries. Founded in 1994 and headquartered in Montreal, Canada, with an additional office in Sydney, Australia, the company specializes in delivering a comprehensive ecosystem of services. Its offerings include SaaS policy administration, customer relationship management, financial planning tools, and solutions for asset allocation and portfolio analysis. Equisoft also provides financial advisors with tools for wealth management proposals, as well as software for quotes, illustrations, and agency management systems. The company is recognized as a leading partner for Oracle's insurance policy administration platform, leveraging extensive expertise in data migration and integration. Through its diverse range of services, Equisoft aims to empower clients to navigate the complexities of digital transformation in the financial sector.
Kronos Technologies
Acquisition in 2018
Kronos Technologies Inc. specializes in developing web-based and mobile management applications tailored for finance and insurance professionals. Established in 2000 and headquartered in Québec City, the company has earned a reputation for offering innovative products that prioritize rapidity, flexibility, and strong client relationships. As a subsidiary of EquiSoft since 2018, Kronos Technologies provides customer relationship management software, including Kronos Finance and Kronos FNA, which feature unique functionalities for importing in-force insurance policies and investments. These applications are designed to help advisors, managing general agents, and dealers centralize their clients' insurance and investment data, equipping them with powerful sales and compliance tools. Kronos is committed to listening to its clients, paying attention to detail, and fostering innovation in its offerings.
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