Manage Meaningful Client Relationships, Not Data

Equisoft/connect is a powerful CRM software designed specifically to help advisors and enterprises spend less time maintaining data, and more time engaging customers.
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Used by Independent Advisors & Organizations That Demand the Best

Prebuilt, Deployed and Ready to Boost Productivity

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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.

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Financial Planning & Needs Analysis Applications, Built In

Combine Equisoft/connect with our Equisoft/plan and Equisoft/analyze for advisors applications to form a world class suite of advisor tools so powerful you won’t know how you did business without them.

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Resources for Advisors

Case Study How a Top Adviosr Increased Effiency Grew Sales by 30 with an Advisor Focused CRM

Advisor Productivity

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.
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Ebook The Ultimate Advisor Guide to Supercharging your Practice

Advisor Productivity

The Ultimate Advisor Guide to Supercharging your Practice

Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.
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CRM Connect 2 01

Advisor Productivity

The Best CRM for Financial Advisors: Novarica Market Navigator Report

Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Aite-Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.
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