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 integrationCompliance automation & collaboration
• Loaded with all the features advisors need, without irrelevant extras

Prebuilt, Deployed and Ready to Boost Productivity

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.

Get 360º Client Views With Source Data Connections
Up-to-date insurance & investment portfolios are just seconds away.

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.

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.

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.

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.