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.
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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Connect is ideal for large enterprise use
Advisor Productivity
Advisor Productivity
Advisor Productivity