Audience
Financial advisors that need a CRM built for financial advisors
About Equisoft/connect
Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.
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Pricing
Starting Price:
$89.00/month/user
Free Trial:
Free Trial available.
Integrations
Company Information
Equisoft
Founded: 1991
Canada
www.equisoft.com/products/advisor-crm-connect
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Equisoft/connect Frequently Asked Questions
Equisoft/connect Product Features
Financial CRM
Asset Management
Household Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Account Alerts
Expense Tracking
Influence Tracking