Equisoft/connect
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
Here are the powerful features that make Equisoft/connect stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- 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
Here are the pricing plans for Equisoft/connect. Choose the plan that best fits your requirements and budget.
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
Get a closer look at the technical specifications and system requirements for Equisoft/connect. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- freelancers
- smes
- enterprises
- phone
- training
Equisoft/connect Videos
Equisoft/connect Screenshots
Alternatives of Equisoft/connect
AlternativesExplore alternative software options that can fulfill similar requirements as Equisoft/connect. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
CRM built for financial advisors with compliance-ready workflows and messaging
Equisoft/connect Comparisons
Compare Equisoft/connect with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Equisoft/connect Reviews
Here's our unbiased review of Equisoft/connect. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.