Manage Meaningful Client Relationships, Not Data

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

We take your privacy seriously so in order to view the video content, please accept all cookies

Schedule A Demo

Equisoft/connect is a web-based CRM solution designed specifically for advisors seeking to optimize their business practices.

Prebuilt, Deployed and Ready to Boost Productivity