Equisoft is providing a special offer to Advisors / iA Partners wanting access to Equisoft's comprehensive CRM and financial planning tools.
As a iA Partner / Advisor You Qualify For Preferred Pricing for Equisoft/connect and Equisoft/plan.
Equisoft/connect:
Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.
Equisoft/plan:
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.
Explore Equisoft Insights for insurance advisor ideas, solutions, and inspiration.
Financial Needs Analysis
Advisor Productivity
Advisor Productivity