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Company Summary

Company Overviews

Founded in 1994, Equisoft is a global provider of advanced insurance and investment digital solutions. Recognized as a valued partner by over 250 of the world’s leading financial institutions in 16 countries, Equisoft offers innovative front-end applications, extensive back-office services and unique data migration expertise.

The firm’s flagship products include a SaaS policy administration solution, CRM, financial needs analysis, financial planning, asset allocation, fund and portfolio analysis, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals.

Equisoft is also Oracle’s largest and most experienced partner for the OIPA platform. With its business-driven approach, deep industry knowledge, innovative technology, and more than 700 experts based in Canada, USA, UK, Chile, Colombia, South Africa, India and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption. For more information about our products and services, please visit our website.

Rating Reviews

Rating is calculated based on 7 reviews and is evolving.

Featured Reviews

Junior Business Analyst
4.0
24 June 2026
Solid Start in FinTech as a Junior BA
Pros: The compensation package for a Junior Business Analyst at Equisoft in Bath was competitive for an entry-level position in the financial services industry. I appreciated the comprehensive health benefits and solid pension scheme provided. Beyond salary, the company invested in employee development through various training resources, which is a significant non-monetary benefit. The stable financial software sector also provided a good sense of job security, and the collaborative team environment
Cons: While the pay and benefits were good, clearer transparency on salary progression paths for Junior Business Analysts would be beneficial. Sometimes it felt like raises were a bit ad-hoc rather than tied to a structured performance review process. Also, expanding the optional perks, perhaps offering more flexible benefit choices tailored to individual needs, could enhance the overall package further. Communication around benefit updates could also be more proactive.
Advice to Management: Improve salary transparency and formalize career progression frameworks, especially for junior roles. Consider diversifying the benefit offerings to cater to a broader range of employee needs and ensure proactive communication regarding any changes or additions to the benefits package.
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Software Developer
3.9
8 September 2026
Solid tech opportunities with good work-life balance
Pros: I've really appreciated the collaborative spirit among colleagues here. The projects, particularly those involving insurance and wealth management software, are challenging and intellectually stimulating. Equisoft offers a good balance between work and personal life, which is crucial. The hybrid work setup in Montreal has been great for flexibility. It's a stable company in the Canadian FinTech sector.
Cons: While there are growth opportunities, sometimes the internal processes for career advancement could be more clearly defined or streamlined. Occasionally, cross-departmental communication can be a bit slow, leading to minor delays on complex tasks. These are minor points, however, in an otherwise positive work setting.
Advice to Management: Consider more structured mentorship programs to further enhance career development and knowledge sharing across teams. Keep up the great work!
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Software Developer
3.9
17 September 2026
Good Technical Work, But Communication Needs Polish
Pros: I enjoyed my time here. The team was collaborative, and the projects were genuinely interesting, dealing with financial software solutions. The hybrid work setup in Quebec City was a definite plus, offering real flexibility. Learning opportunities for developers were present, and the job security felt stable.
Cons: While team collaboration was strong, getting clear alignment on priorities or direction across different departments could sometimes be a slow process. This occasionally led to minor rework or delays on critical path items. It's a minor point, but addressing it could boost efficiency.
Advice to Management: Consider implementing more structured cross-functional syncs or a clearer escalation path for inter-departmental project dependencies to improve overall workflow efficiency.
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