Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.
Pros
- Comprehensive CRM Tool
- Centralized Task Management
- Great User Interface
Cons
- Slow Email Interface
Comments
Bryce
March 15, 2024
Equisoft has put all the important tasks together, which is very helpful. No need to switch between applications or forget what must be completed. It makes our work process steady and productive.
Terry
March 15, 2024
Equisoft enables our financial advisors to concentrate on the most crucial aspect, which is our clients. All necessary information is easily accessible, including investment details and past communications. Makes building strong client relationships a breeze. Highly recommended for any financial advisor