Equisoft/connect
VerifiedCRM built for financial advisors and insurance/wealth firms to manage clients and compliance
See all screenshots - Deployment Cloud Based
- Starting price $105 CAD/month per user
- Free trial Available
- Best for Freelancers, SMEs, Enterprises
What is Equisoft/connect?
Equisoft/connect is a customer relationship management platform built specifically for financial advisors, insurance agents and wealth management firms. It is made by Equisoft, a Montreal based software company founded in 1994 that serves insurance and investment firms worldwide. The CRM centralizes client, policy and investment data through a network of data gateways, and includes workflow automation, an integrated email and calendar system, and pipeline tracking for opportunities.
The platform is built to help advisors stay audit ready with compliance tracking, unlimited secure document storage and a mobile app for access on the go. Equisoft/connect is offered as a monthly subscription with no long term contract, starting at 105 Canadian dollars per user per month, with custom enterprise pricing available for larger organizations that request a consultation.
Key Features of Equisoft/connect
Equisoft/connect lists 8 documented features, including Centralized client, policy and investment data via automated data gateways, Workflow automation for routine advisor tasks and Integrated email and calendar sync with existing tools. The list below covers what the product does rather than how it is marketed.
- Centralized client, policy and investment data via automated data gateways
- Workflow automation for routine advisor tasks
- Integrated email and calendar sync with existing tools
- Compliance tracking to keep firms audit ready
- Pipeline and opportunity management with visual dashboards
- Unlimited secure document storage
- Mobile app for advisors
- Reporting and analytics tools
Equisoft/connect Pricing
Equisoft/connect lists 2 plans without published figures. Pricing is quoted on request.
Standard
$105 CAD/month per user
Per user
Month-to-month subscription with no long-term contract required.
Enterprise
Custom
Large organizations
Custom pricing for enterprise deployments; requires a consultation with sales.
Equisoft/connect Specifications
Equisoft/connect is available on web app. It offers an API and has a free trial.
- Deployment
- Cloud Based
- Billing cycle
- Monthly
- Desktop
- Web App
- Languages
- English
- Built for
- Freelancers
- SMEs
- Enterprises
- Support
- Phone
- Training
- Integrations
- Outlook, Gmail/Office 365 email and calendar sync, insurance carrier and custodian data gateways, Equisoft/plan and Equisoft/centralize
- Public API
- Yes
- Free trial
- Yes
- Free plan
- No
- Runs in browser
- No
- Customisable
- No
- Website
- equisoft.com
Equisoft/connect Videos
Equisoft/connect Screenshots
Equisoft/connect Comparisons
Side by side comparisons of Equisoft/connect against 3 other Financial CRM Software options listed here.
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Equisoft/connect FAQs
Alternatives to Equisoft/connect
Other Financial CRM Software recorded on the same fields.
