financial advisor crm

Manage Meaningful Client Relationships, Not Data

Powerful CRM software designed to help financial advisors spend less time maintaining data, and more time engaging customers.

Seamlessly pull client data from our large list of insurance and financial services partners. With dozens of MGAs and MFDAs your CRM data is automated with almost no manual entry.

Request A Demo

Prebuilt, Deployed and Ready to Boost Productivity

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-offices. No manual data entry.

Schedule a Demo
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.

Schedule a Demo
Connect 3 1 V1 Auto Integrate Your Book of Business Into the CRM esp

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.

Schedule a Demo

Join the Organizations That Benefit From Equisoft/Connect

20,000+

Insurance professionals

15,000+

Financial advisors

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.

Schedule a Demo
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.

Schedule a Demo
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.

Schedule a Demo

This Is the Solution You’ve Been Waiting For

  • No customization required
  • Specifically built for insurance & financial advisors
  • Built-in pre-filled and fillable industry forms
  • Gateways & data integration
  • Compliance automation & collaboration
  • Loaded with all the features advisors need, without irrelevant extras