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Equisoft/connect description
Equisoft/connect is a web-based CRM designed for financial advisors working in the insurance and investment sectors. This software helps advisors optimize their business practices, ultimately improving client relationships and streamlining daily tasks. Equisoft/connect is a good choice for advisors looking for industry-specific features to manage clients and grow their practice.
Who is Equisoft/connect best for
Equisoft/connect is a web-based CRM designed for financial advisors to optimize business practices, improve client relationships, and streamline daily tasks. Users praise its client management tools, interaction tracking, and reporting features. Some users mention issues with the email interface, data feeds, and limited mobile app functionality. Best for small to medium-sized firms.
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Best for small businesses, a good fit for medium-sized businesses, and not ideal for enterprises.
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Designed for financial advisors in the insurance and investment sectors.
Equisoft/connect features
| Supported Equisoft/connect seamlessly integrates client data from a network of back-offices, eliminating manual entry. |
| Supported Equisoft/connect comes with pre-configured dashboards and workflows to boost productivity from day one, without extensive setup. |
| Supported Equisoft/connect streamlines compliance tasks, creates compliant workflows, and ensures regulatory compliance. |
| Supported Equisoft/connect strengthens client relationships using automated marketing and communication tools for personalized outreach. |
| Supported Equisoft/connect provides data-driven insights into client behavior and business performance through robust analytics. |
| Supported Equisoft/connect integrates with financial planning and portfolio management tools for a holistic view of client finances. |
Equisoft/connect reviews
We've summarised 25 Equisoft/connect reviews (Equisoft/connect G2 reviews) and summarised the main points below.
- Excellent client management and organization tools
- Comprehensive tracking of client interactions and history
- Robust reporting and analysis features
- Easy to use and intuitive interface
- Helpful customer support and training resources
- Lack of two-factor authentication
- Email interface lags and has formatting issues
- Data feeds from mutual fund dealers can be unreliable
- Limited mobile app functionality
- Occasional software glitches and performance lags
Equisoft/connect alternatives
Wealthbox CRMBetter suited for firms of all sizes and has more momentum. More user-friendly, but its email integration can be unreliable. Negative pricing sentiment. An Equisoft/connect competitor and alternative.Read more
AlphaSenseBetter for enterprise companies. Focuses on market intelligence and competitive analysis using AI-powered search across diverse data sources. Geared towards financial institutions and corporations.Read more
ClientjoyBetter for agencies and freelancers. More suitable for marketing and advertising. Wider industry applicability. Positive pricing sentiment. More popular based on user reviews.Read more
Cake EquityBetter for startups needing equity management. Easier to use, with excellent customer support. Positive pricing sentiment.Read more
Salesforce Sales CloudBetter fit for enterprise businesses. Wider industry applicability. More established, with significantly more users and slower growth. Users appreciate robust features and integrations but dislike the cost and complexity.Read more
Equisoft/connect FAQ
What is Equisoft/connect and what does Equisoft/connect do?
Equisoft/connect is a web-based CRM designed for financial advisors in insurance and investment. It helps optimize business practices, improve client relationships, and streamline daily tasks. It's a good fit for advisors needing industry-specific client management and practice growth features.
How does Equisoft/connect integrate with other tools?
Equisoft/connect integrates with various tools to enhance its functionality, though specific integrations are not explicitly listed in the provided data. It likely integrates with calendars for meeting scheduling and potentially with email platforms for communication tracking.
What the main competitors of Equisoft/connect?
Alternatives to Equisoft/connect include Wealthbox CRM, a CRM for financial advisors with a clean design and integrations, and Clientjoy, a cloud-based CRM for agencies and freelancers with tools for sales pipelines and client portals.
Is Equisoft/connect legit?
Equisoft/connect is a legitimate CRM designed for financial advisors. User reviews highlight its client management tools, interaction tracking, and reporting features. However, some users mention issues with the email interface, data feeds, and mobile app functionality.
How much does Equisoft/connect cost?
I couldn't find pricing details for Equisoft/connect. For accurate pricing information, please contact Equisoft/connect directly. Consider exploring alternatives if product pricing is a critical factor in your software selection.
Is Equisoft/connect customer service good?
Based on the reviews, Equisoft/connect's customer service is viewed very positively. Users describe the support as "excellent", "responsive", and "helpful". They appreciate the direct online support and available documentation. Resolution of issues is also noted as quick and efficient.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.