Equisoft, a global leader in digital solutions for the financial services sector, has announced the successful completion of 30 major modernization projects over the past 18 months. These initiatives, undertaken with 23 customers across six regions, highlight the company’s commitment to driving innovation and operational efficiency for its clients.
The projects span a wide range of services, with many centered on Equisoft’s flagship platform, Equisoft/manage, a comprehensive SaaS policy administration system tailored for life insurance, group insurance, and annuity products.
Eleven of these modernisation efforts involved large-scale data migrations, enabling clients to accelerate product innovation, improve competitiveness, and mitigate risks associated with outdated legacy systems. By adopting Equisoft’s solutions, clients have also achieved significant reductions in operational costs and enhanced their ability to meet evolving market demands.
The milestone comes as Equisoft celebrates 30 years of industry expertise, underscoring its position as a trusted partner for digital transformation in the insurance and investment sectors.
“The scale and success of these implementations demonstrate the deep industry expertise we’ve built over three decades. What started in 1994 with the development and delivery of a desktop investment analysis solution, has evolved into a mission to make financial services accessible to all—supported by more than 900 team members around the globe,” said Luis Romero, Founder and CEO of Equisoft. “We invest massively in our R&D, but also in our expertise. Successful deliveries are the only milestone that matters when it comes to ROI. Our onshore, nearshore, and offshore delivery model provides the right blend of lower risk, cost structure and scalability that our clients expect.”
Last year Equisoft secured a $125 million equity investment to support global expansion and further accelerate the development of its integrated life insurance software platform and wealth products. In the past five years, the company has experienced strong growth and now services over 300 financial institutions in over 20 countries. Equisoft’s success has made it a dominant player in LATAM, the Caribbean, Europe, and North America.
“We’ve evolved from basic policy administration implementation to delivering complete, end-to-end digital ecosystems that help financial services companies modernize their insurance, investment, and pension operations to better serve their customers in a digital world,” added Romero.
In addition to these policy administration deliveries, Equisoft has onboarded over 25 clients for Equisoft wealth solutions, where the SaaS solutions can be deployed within weeks.
