Equisoft wpa partnersEquisoft specializes in the design and development of digital solutions for the wealth management and insurance industries.


Founded in 1994, Equisoft is a Canadian-based company featuring a growing team of over 200 professionals with offices in Montreal, Philadelphia, Dallas, Cape Town and Santiago.


Equisoft’s innovative product lineup includes solutions addressing the ever-changing needs of investors, financial advisors and fund providers. The firm’s flagship products include, WealthElements, a web-based platform designed to help investors and financial advisors collaborate in the creation of personalized wealth plans and PortfolioElements, a web-based solution designed to help fund wholesalers effectively position investment solutions with financial advisors.


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