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EquiSoft Finance is a Web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance!
- Centralization: Increase your productivity by integrating all your existing tools in the same place
- Security: Send your emails securely and confidentially thanks to SecureMail
- Effectiveness: Keep a complete and centralized history of all your calls with call recording
- Data collection : Our gateways automatically centralize your data
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Simple, compliant and mobile! Discover Equisoft/plan, your complete analysis tool for your clients' financial and insurance needs.
- Compliance: Comply with requirements
- Mobility: Complete analyses with your client directly on your tablet
- Professional reports: Generate professional reports that include tables and charts
- Client access: Save time by allowing your clients to update their data