Equisoft/connect

Overview

Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers. What is Equisoft/connect? Designed specifically for the needs of financial advisors, the platform efficiently creates meaningful customer intelligence, so they spend less time maintaining data, and more time engaging clients and growing their book of business It’s built-in data aggregation capabilities improve practice efficiency and elevate advisor intelligence. 🔺 Enhance customer service by automating manual and tedious tasks 🔺 Optimize your productivity with sales on-the-go 🔺 Integrate data seamlessly for ultimate efficiency