Compliance made simple
Track every client interaction, wealth, and insurance record in one secure system. Built specifically for financial advisors, our CRM ensures you're always audit-ready and regulatory compliant.
Equisoft/connect centralizes insurance, investments, and client profiles in one place. Get instant access to all client data, identify growth opportunities, and break free from administrative busywork to focus on what counts most: your clients.
Eliminate repetitive tasks with features designed specifically for financial advisors.
Track every client interaction, wealth, and insurance record in one secure system. Built specifically for financial advisors, our CRM ensures you're always audit-ready and regulatory compliant.
Keep all your client communications in one place. Our integrated email and calendar system syncs with your existing tools, streamlines your workflow, and ensures nothing falls through the cracks.
Keep all client documents organized in one secure location with unlimited storage included.
Our purpose-built workflow tracks every opportunity from first contact to closed deal, with automated reminders and visual dashboards that keep you on top of your pipeline.
Client data flows automatically from our vast partner network in insurance and investments.
We connect directly with your partners - MGAs/BGAs, insurance carriers, and IIROC-regulated investment firms - to automatically extract and unify all your client data.
Sync your favorite tools and work seamlessly for maximum productivity.
It centralizes your client data, automates repetitive processes, and integrates seamlessly with our planning and analysis tools.
The result? A complete suite that understands your business and gives you time back.
Chuck N.
The perfect solution for independent advisors who want to centralize their client data and automate their administrative processes.
Preferential rates for our strategic partners. Visit our partners page for more information!
Regardless of your team size, we offer competitive rates tailored to your needs. Contact us for more information!
Automated compliance, centralized data, optimized processes, and more!
