Manage Meaningful Client Relationships, Not Data

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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Access All Forms & Documents

Fill in forms automatically within the CRM platform. Logging into endless insurance or wealth management websites is a thing of the past.

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Boost Your Productivity

Record & timestamp emails & phone calls for compliance. Get follow up or reminder based alerts using workflows. Easy Google & Outlook integrations.

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Grow Your Sales

Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports.

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Advise On The Go

Download the Equisoft/connect mobile app, and connect to the CRM wherever and whenever you need access to it.

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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.

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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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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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 Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.
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