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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Runagood® Business Advisory System integrates hands-on expertise, interpersonal skills, and advanced technology to guide both business owners and advisors from their initial interaction to a lasting partnership focused on enhancing performance and value. For those entering the field of business consulting, the path is filled with challenges, as there are few formal qualifications or institutions to provide direction. Those who excel in this arena have often acquired their knowledge through years of expensive trial and error, alongside the gradual establishment of their reputations. This comprehensive system is designed to help you connect with business owners, cultivate trust, navigate their challenges and aspirations, and deliver solutions that boost their performance, all while generating sustainable subscription revenue. To streamline this process, we have created innovative technology that eliminates the tedious components of consulting, allowing AI Business Advisors® to focus solely on effective strategies that address the specific issues and goals of business owners. This approach not only enhances efficiency but also empowers advisors to foster deeper, more impactful relationships with their clients.

Description

Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors

Integrations

Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Symmetrical
The Cloud Connectors

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Runagood

Country

United Kingdom

Website

www.runagood.com

Vendor Details

Company Name

Equisoft

Founded

1991

Country

Canada

Website

www.equisoft.com/products/advisor-crm-connect

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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Alternatives

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