Equisoft is partnered with MSA Financial to provide advisors with access to our industry’s leading software solutions. Through this partnership MSA advisors are entitled to preferential pricing off our suite of software tools.
Equisoft/connect is the CRM that lets you focus on what matters most: your clients. Centralize your data, automate your tasks, and deliver personalized service with an intuitive and powerful solution.
Equisoft/plan is a powerful and intuitive financial planning tool designed for financial advisors. It enables you to perform in-depth analyses, deliver personalized financial plans, and optimize your advice.
Get more from your CRM by pairing it with our financial planning software and get:
Equisoft/analyze is a cutting-edge fund analysis and comparison platform. Designed for financial advisors, it provides powerful tools to evaluate portfolio performance, identify opportunities for improvement, and make informed investment decisions.