financial advisor crm

Manage Meaningful Relationships, Not Data

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

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Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

Prebuilt, Deployed and Ready to Boost Productivity

Connect 1 V1 Auto Integrate Your Book of Business Into the CRM 1

Auto-Integrate Your Book of Business Into the CRM

Seamlessly pull client data from our vast gateway network of back-offices. No manual data entry.

Connect 2 Get 360 Client Views With Source Data Connections

Get 360º Client Views With Source Data Connections

Up-to-date insurance & investment portfolios are just seconds away.

Connect 3 1 V1 Auto Integrate Your Book of Business Into the CRM 1

Access Every Insurance & Investment Form

Do it directly from within the CRM and make logging into endless insurance or wealth websites a thing of the past.

5 Ways Advisors Can Take the Stress Out of Compliance

Tools Designed to Automate Tedious Tasks, and Enhance Customer Service

Join the Organizations That Benefit From Equisoft/Connect

20,000+

Insurance professionals

15,000+

Financial advisors

Connect 4 Optimize Your Productivity With Features Designed to Maximize Sales On the Go

Optimize Your Productivity With Sales On the Go

Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce, activity and executive reports. Download the Equisoft/connect app, and connect to CRM productivity wherever and whenever you need access to it.

Connect 5 Gateways screenshot Seamless Data Integration Marked up

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.

Connect 6 Opportunity Financial Planning Needs Analysis Applications Built In Marked up

Financial Planning & Needs Analysis Applications, Built In

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

Get Onboarded Fast, With Enterprise-Level Features for A Fraction of the Cost

This Is the Solution You’ve Been Waiting For

  • No customization required
  • Specifically built for insurance & financial advisors
  • Built-in pre-filled and fillable industry forms
  • Gateways & data integration
  • Compliance automation & collaboration
  • Loaded with all the features advisors need, without irrelevant extras
Equisoft/connect is the greatest invention since the wheel for an advisor! I’ve been using this cloud-based software since 2008 and have gained 100% mobility, 30% free time, 25% more income and 20% added-value on my book of business. I couldn’t do without it.

François Laporte

Financial Advisor and Broker Representative

Join the Organizations That Benefit From Equisoft/connect

Francois Levasseur

François Levasseur

Vice President, Global Alliances & Acquisitions

François has over 17 years of experience in technology development, corporate strategy and leadership. He’s an expert at developing financial services software solutions.

See more insights from François
Contact François

How a Top Advisor Increased Efficiency and Grew Sales by 30%

Read the case study to get:

  • Insights into how to minimize effort and improve client service with centralized data feeds
  • Tips for saving time and reducing costs through automated workflows
  • Ways to automate compliance so you can spend less time worrying and more time on client needs
EQUISOFT Case Study How a Top Advisor Increased Efficiency Grew Sales by 30 with an Advisor Focused CRM

Optimize Your Day-to-Day for Better Service and More Sales Every Day

Interested in an Enterprise License? Let’s Chat!