See how Equisoft's CRM can simplify your customer management

Equisoft/connect helps you manage compliance and customers, so you can focus on managing relationships.

Customer relationship management the way it should be... Easy

Connect 1 V1 Auto Integrate Your Book of Business Into the CRM 1

Auto-integrate your book of business into the CRM

Seamlessly pull client data from our vast gateway network of back-office feeds. No manual data entry.

Connect 2 Get 360 Client Views With Source Data Connections

Get 360º client views with source data connections

Up-to-date insurance & investment portfolios are just seconds away.

Connect 3 1 V1 Auto Integrate Your Book of Business Into the CRM

Access every insurance & investment form

Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.

If there's anything we can't do, there's an integration that can

Tools designed to automate tedious tasks, and enhance customer service

Connect 4 Optimize Your Productivity With Features Designed to Maximize Sales On the Go

Optimize your productivity with sales on the go

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.

Connect 5 Gateways screenshot Seamless Data Integration Marked up

Seamless data integration, ultimate efficiency

Our solution seamlessly integrates data. You don’t need to manually enter your book of business.

Customer data loads automatically in the CRM via our vast network of data gateways for a full financial picture of your client.

Connect 6 Opportunity Financial Planning Needs Analysis Applications Built In Marked up

Financial planning & needs analysis applications, built In

Combine Equisoft/connect with our Plan and Analyze applications to form a world class suite of advisor tools so powerful you won’t know how you did business without them.

We partner with top companies to better serve top advisors

If you work with an MGA, BGA, or MFDA, we can pull your data directly