Seamlessly pull client data from our vast gateway network of back-offices feeds. No manual data entry.
Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.
Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports. Download the Equisoft/connect mobile app, and connect to CRM productivity wherever and whenever you need access to it.
Equisoft easily integrates with other highly valuable solutions
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Our industry leading financial advisor CRM provides countless features including:
Get more from your CRM by pairing it with our financial planning software and get:
Take advantage of bundled pricing and advisor intelligence at max power
Check out our frequently asked questions, or contact us to learn more.