Up-to-date insurance & investment portfolios are just seconds away.
Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.
Seamlessly pull client data from our vast gateway network.
It’s like a virtual assistant that makes sure follow ups or reminders aren’t missed.
Bring the tools & workflows you depend on everyday into the CRM system seamlessly.
Enhance performance with automatic renewal & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports. Download the Equisoft/connect mobile app, and connect to CRM productivity wherever and whenever you need access to it.
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 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.
Personalized training, helpdesk support, and automated data integration, all ready to go.
Colors, logos, disclaimers, single sign-on with other IPC advisor tools, it’s all doable.
From login to the application and its connections, everything is secure.
Financial Advisor and Broker Representative
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Connect is ideal for large enterprise use