financial advisor crm

Equisoft - Special Offer for Advisors / iA Partners

Equisoft is providing a special offer to Advisors / iA Partners wanting access to Equisoft's comprehensive CRM and financial planning tools.

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The Modern Advisor’s Toolkit

As a iA Partner / Advisor You Qualify For Preferred Pricing for Equisoft/connect and Equisoft/plan.


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


Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.

Take Your Business Further

Explore Equisoft Insights for insurance advisor ideas, solutions, and inspiration.

Case Study How One Adviosr Dramatically Deepened Client Relationships

Financial Needs Analysis

How One Advisor Dramatically Deepened Client Relationships

Read the case study to find out how one advisor grew her business after the distributor she worked with implemented Equisoft/plan in their advisor force.
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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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