Equisoft/connect 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.

Equisoft/connect Alternatives
Centrex Software Reviews
Centrex Software
(18 Ratings)
Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.
Learn more
Shape Software Reviews
Shape Software
(134 Ratings)
Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.
Learn more
ProTracker Advantage Reviews
ProTracker Advantage
ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.
Learn more
Less Annoying CRM Reviews
Less Annoying CRM
(5 Ratings)
The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.
Learn more

Pricing

Pricing Starts At:
$89.00/month/user
Free Trial:
Yes

Integrations

View Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Equisoft
Year Founded:
1991
Headquarters:
Canada
Website:
www.equisoft.com/products/advisor-crm-connect

Media

Equisoft/connect Screenshot 1
Equisoft/connect Screenshot 1 Equisoft/connect Screenshot 2
Recommended Products
Stop Cyber Threats with VM-Series Next-Gen Firewall on Azure Icon
Stop Cyber Threats with VM-Series Next-Gen Firewall on Azure

Native application identity and user-based security for your Azure cloud

Gain integrated visibility across all traffic in a single pass. Deploy Palo Alto Networks VM-Series to determine application identity and content while automating security policy updates via rich APIs.
Get a free trial

Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Equisoft/connect Features and Options

Financial CRM Software

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

Equisoft/connect Lists

Equisoft/connect User Reviews

Write a Review
  • Previous
  • Next