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Advisor-focused CRM with built-in data aggregation capabilities to improve business efficiency

Equisoft/connect is a complete customer relationship management package specially targeted to financial advisors and insurance agents. It has all features expected from a CRM (managing contacts, calendars, secure emails, etc) but also is connected to dozens of data feeds that will retrieve account positions and insurance policy information so that the advisor has a complete view of client portfolios.

Key Features

Outlook and Google integration


  • Seamless integration with advisor mail and calendar application so that the user can continue to use his standard communication tools

Forms database with a dynamic field merge


  • Saves the hassle of having to find forms for a given carrier, distributor or relevant entity on dozens of different websites and rekey all demographic data in them

Call recording System


  • Helps the advisor be compliant by recording his advice to be replayed in case of a review or audit



  • Increases the visibility that the agent has into the client's financial situation by automatically importing portfolio and insurance data from various data sources



  • Link the CRM wth other third party applications to benefit from synergies between their important tools

Key Benefits

All Your Customer Data, Automatically Integrated

  • Our CRM solution seamlessly integrates data. You don’t need to manually enter your book of business.
  • Customer data loads automatically in the platform via our vast network of data gateways giving your advisors a full financial picture of their clients

Optimize Your Advisor’s Efficiency With Features Designed to Maximize Sales

  • Workflows That Enable Advisor Performance
  • Automatic renewal & upsell opportunity alerts are just one feature that enhances performance.
  • Reports for Executives to Maximize Productivity
  • Regular reports on advisor activity are designed to help you optimize for efficiency & sales.
  • Compliance Made Easy
  • Logs, reports, confidentiality artifacts and more make compliance easier (and automated) for advisors

Get Onboard Fast, with Enterprise-Level Features for A Fraction of the Cost

  • Enterprise-Grade Support for a Full CRM Experience
  • Personalized training, helpdesk support, and automated data integration, all ready to go out of the box.
  • Enterprise-Grade Customization for Your Brand
  • Colors, logos, disclaimers, single-sign-on with other Equisoft advisor tools, it’s all doable.
  • Enterprise-Grade Security for Peace of Mind
  • From MFA login to the application and its connections, everything is secure and backed up.



Product/Service details