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equisoft/connect

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Software Status:Active

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 Details

Vendor
Equisoft
Year Launched
1994
Location
1250 boul. René-Lévesque Ouest, 32e étage, Montreal, QC, Canada, Quebec
Deployment
cloud
Training Options
documentation, videos, in person
Countries Served
All Countries
Languages
English, French, Spanish, German, Mandarin, Portuguese, Italian
Users
Financial Advisor, Wealth Manager, Insurance Agent, Relationship manager, Customer Support Representative
Industries Served
Insurance (life insurance, advisors), wealth management firms, financial advisory, asset-management service providers, broker/dealer firms.
Tags
Financial CRM, Equisoft, Client relationship management, Finance industry, Data integration, Customer service relations, Communication management, Business development

equisoft/connect's In-App Market Place

Does equisoft/connect have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), CAD (C$), EUR (€), GBP (£), AUD (A$), JPY (¥), CNY (¥), CHF (CHF), INR (₹), BRL (R$), MXN (Mex$), KRW (₩), SAR (﷼), RUB (₽)

Pros & Cons

  • 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.
  • 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.

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