financial advisor crm

TruStone Financial and Equisoft

TruStone is partnering with Equisoft to provide advisors with access to Equisoft's comprehensive asset allocation and wealth analysis tool.

Schedule Onboarding Session

Schedule Onboarding Session

The Modern Advisor’s Toolkit

As a TruStone Advisor You Qualify For Preferred Pricing for Equisoft's suite of tools.


Equisoft/connect:

The CRM for financial advisors that is built by financial advisors.

Schedule Onboarding Session

It's easy to get started with Equisoft/connect

Connectscreen

See a recorded demo of Equisoft/connect

Equisoft has recorded a custom demo of how to get started with Equisoft/connect CRM software. Click here to watch the demo now.

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Equisoft/plan:

A simple but powerful FNA tool for financial advisors in Canada.

Schedule Onboarding Session

Starting with your new FNA tool is simple

Planscreenshot

See a recorded demo of Equisoft/plan

Want to see how easy it is to setup Equisoft/plan, our FNA tool? Equisoft has recorded a custom demo of how to get started with Equisoft/plan FNA software. Click here to watch the demo now.

Watch now

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.
Read eBook