Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Chat Agents
Desktop.com
DocuQuest
EHSQuest
Easyflow
Equisoft/illustrate
Equisoft/manage
Flexspring
Integrately
Intulse
Integrations
Chat Agents
Desktop.com
DocuQuest
EHSQuest
Easyflow
Equisoft/illustrate
Equisoft/manage
Flexspring
Integrately
Intulse
Pricing Details
$89.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
Equisoft
Founded
1991
Country
Canada
Website
www.equisoft.com/products/advisor-crm-connect
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management