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equisoft/connect

by Equisoft · Since 1994
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ActiveAvailable globallyCloud
Quick facts
VendorEquisoft
Year launched1994
StatusActive
Location1250 boul. René-Lévesque Ouest, 32e étage, Montreal, QC, Canada, Quebec
Countries servedGlobal
Languages7
Integrations11+
Free tierN/A
Free trialN/A
Contact salesN/A

About equisoft/connect

Equisoft/connect is a digital solutions platform from Equisoft that supports insurance and investment professionals. It combines digital solutions and services, industry expertise in navigating complexity and risk, and modern approaches to address challenges so organizations can achieve their goals. This platform is designed to provide users with comprehensive resources that shape the industry by solving adversity, helping them stay ahead in a competitive market. Equisoft/connect is geared towards facilitating effective strategies and improving operational effectiveness for organizations in the insurance and wealth management sectors. Key capabilities: digital solutions risk management industry insights operational support strategic development Best for: insurance and investment professionals that need effective digital solutions to navigate complexity and succeed in their business objectives.

Equisoft/Connect presents itself as a CRM tailored specifically for financial advisors and insurance professionals, promising centralized client data, automated workflows and seamless integration with Outlook, calendar and email—features designed to lighten the administrative load and let advisors focus on client relationships rather than data entry. On the positive side, some users report that once fully implemented it does allow for detailed segmentation of client contacts, linking tasks and products to individual clients, and producing a comprehensive audit trail of communications and services rendered; indeed one firm noted a marked increase in cross-selling and client engagement after deploying the platform. However, that endorsement is counterbalanced by a significant body of negative user feedback: many reviewers complain that the system is rigid (with little room for customization of layouts or fields), that reporting is cumbersome and unintuitive, and that the mobile app and “gateway” integrations with insurers or product providers often fail to deliver accurate, reliable data—meaning the anticipated reduction in manual work ends up reversed into more correction work.

Pros & Cons

Pros
  • Tailored specifically for insurance and wealth-management advisors rather than a generic CRM.
  • Gateway functionality centralizes client data (assets, liabilities, policies), improving advisor efficiency.
  • Compliance-friendly features (audit logs, locked activities) valuable in regulated environments.
  • Supports mobile/remote work for advisors in the field.
Cons
  • Some users report usability issues, rigid workflows, and data integration problems.
  • Setup and integration, especially with existing systems or complex data, may be involved.
  • Pricing information is limited and may not clearly specify all costs.
  • Some mobile features may be less mature according to user feedback.

Features

Key features

Advisor-specific CRM

A client-relationship management system built for financial advisors, focusing on managing contacts, activities, and relationships efficiently.

Automated Data Capture & Gateways

Built-in gateways consolidate policy, asset, liability, and client information so advisors spend less time on manual entry.

Compliance & Audit Trail Support

Activity logging and locking of completed tasks support compliance auditing and record-keeping.

Mobile Access & On-the-go CRM

Provides mobile access so advisors can use the CRM from anywhere.

Customizable Workflow & Reporting

Enables customization of data fields, reports, and workflows to align with advisor business models.

Additional features

Access Controls / Permissions

Define user roles and permissions to control who sees what within the CRM.

Activity Tracking & Dashboard

Track tasks, appointments, client interactions; dashboard view of ongoing advisor activities.

Client/Contact Management

Maintain a database of clients, leads, contacts with relevant details and history.

Document Management & Email Integration

Store documents, integrate email, templates, and link communications to client records.

Lead & Pipeline Management

Manage leads, track opportunities and advisor pipeline through the CRM.

Marketing / Campaign Management

Supports marketing automation, campaign tracking, and client communications.

Third-Party Integrations

Integrate with other systems (e.g., Outlook, gateways) to reduce data duplication.

Mobile Access / Web Deployment

Accessible via web and mobile devices for field-based advisors.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
14
Billing currencies

Interface languages

EnglishFrenchSpanishGermanMandarinPortugueseItalian

Billing currencies

🇺🇸USD🇨🇦CAD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇯🇵JPY🇨🇳CNY🇨🇭CHF🇮🇳INR🇧🇷BRL🇲🇽MXN🇰🇷KRW🇸🇦SAR🇷🇺RUB

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