Fintech provides Montreal life provider evaluation tech to advisor platform

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Fintech provides Montreal life provider evaluation tech to advisor platform | Wealth Skilled

Equisoft has acquired CompuOffice Software program so as to add to instruments out there on its advisor platform

Steve Randall

A Montreal know-how firm will play a key position within the advisor platform supplied by a world digital providers supplier to the monetary providers trade.

CompuOffice Software program has been acquired by Equisoft to reinforce its end-to-end advisor platform by including life insurance coverage evaluation and analysis capabilities.

The Canadian agency’s core providing is its LifeGuide product that allows advisors to entry product knowledge from Canadian insurance carriers and discover the most effective match for shoppers. In the end, this will likely be built-in inside the Equisoft/join CRM software.

Equisoft can even profit from CompuOffice’s penetration within the Canadian market, including the 28 Canadian carriers, greater than 50 MGAs and 1000’s of recent advisors that CompuOffice presently works with to its present ecosystem to type the strongest community in Canadian insurance coverage distribution. 

“That is an thrilling acquisition that helps us ship on our objective to assist and empower advisors by constructing an end-to-end answer throughout carriers, distributors and advisors. It offers us elevated entry to the complete community of Canadian life insurance coverage stakeholders and presents thrilling alternatives to share knowledge analytics that reveal shopping for and efficiency tendencies,” stated Equisoft founder and CEO, Luis Romero. “This acquisition reinforces Equisoft’s place inside the monetary providers area as a pacesetter in digital transformation options for all stakeholders.” 


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