Best Software for 2025 is now live!
View the Winners
Equisoft/connect
Editedit
Equisoft/connect
By Equisoft Inc.
Show rating breakdown
4.5 out of 5 stars
See all 25 Equisoft/connect reviews
Save to My Lists
Claimed
Claimed
This profile has been claimed by Equisoft/connect, but it has limited features.
Do you work at Equisoft/connect? Upgrade your plan to update branding and connect with profile visitors!

Top Rated Equisoft/connect Alternatives

Redtail Technology
(157)
4.3 out of 5
Visit WebsiteNew Tab
SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Maximizer
(572)
4.0 out of 5
Wealthbox CRM
(102)
4.5 out of 5
See all Equisoft/connect Alternatives

Equisoft/connect Reviews & Product Details - Page 3

Editadmin

Equisoft/connect Overview

Editedit
What is Equisoft/connect?

Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

Equisoft/connect Details
Discussions
Equisoft/connect Community
Show LessShow More
Product Description

Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice.

Seller Details
Seller
Equisoft Inc.
Year Founded
1994
HQ Location
Montréal, CA
Twitter
@Equisoft
413 Twitter followers
LinkedIn® Page
www.linkedin.com
881 employees on LinkedIn®
Description

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.

VK
Overview Provided by:
Vikas Kalra

Recent Equisoft/connect Reviews

Benoit C.
BC
Benoit C.Small-Business (50 or fewer emp.)
4.0 out of 5
"Excellent CRM for financial advisors"
I have been using the software for over 15 years, easy to use and excellent tool for financial needs analysis.
Read more
Nathalie P.
NP
Nathalie P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Incredibly satisfied"
First, I have been supported from the outset. Throughout the process, I was notified of the progress of my project. The trainings are numerous an...
Read more
DC
David C.Small-Business (50 or fewer emp.)
3.5 out of 5
"Good system, good client service,"
Simple, advisor centric. The data migration offered by the company was great. Not clumsy like so many systems. The service from the company is resp...
Read more
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
1 person requested security information

Equisoft/connect Media

Equisoft/connect Demo - Get 360º Client Views With Source Data Connections
Up-to-date insurance & investment portfolios are just seconds away.
Equisoft/connect Demo - Auto-Integrate Your Book of Business Into the CRM
Seamlessly pull client data from our vast gateway network of back-offices. No manual data entry.
Equisoft/connect Demo - Access Every Insurance & Investment Form
Do it directly from within the CRM platform and make logging into endless insurance or wealth management websites a thing of the past.
Answer a few questions to help the Equisoft/connect community
Have you used Equisoft/connect before?
Yes

25 Equisoft/connect Reviews

4.5 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
25 Equisoft/connect Reviews
4.5 out of 5
  • Sort By:
    G2 Sort
25 Equisoft/connect Reviews
4.5 out of 5
  • Sort By:
    G2 Sort
G2 reviews are authentic and verified.
Here's how.
Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Equisoft/connect?

I like the simplicity of tracking my client's activities Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

I would like to be able to access the email feater from the mobile application in terms of assigning emails to existing tasks and activities Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

Staying in touch and not letting business or opportunities fall through any cracks Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Pierre-Luc B.
PB
Conseiller en sécurité financière
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Equisoft/connect?

Solid CRM with a ton of options and customizations Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

Email interface lags a lot. Lag in general is noticeable Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

Having everything in one place, birthdays, file, notes, emails, etc Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Ben D.
BD
Owner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Equisoft/connect?

The ability to import from insurers and Mutual Fund Dealers. Note taking section is great. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

Constant duplication of information, gateways are not importing information correctly. Many of the features that are supposed to make our lives easier just are not there yet. Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

Simplified source to view all client data. Appointment/call reminders. Task tracking. Those things have helped us for sure. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Philip H.
PH
none
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Equisoft/connect?

I have used another CRM, this one is just far more capable Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

there is no Two facto authentication an essential in this day and age Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

getting used to integrating my practice with a junior advisor it is allowing us to see a lot more of what each other are doing and keep up to date Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
SM
Office Manager
More Options
Validated Reviewer
Review source: Organic
What do you like best about Equisoft/connect?

The ability to retain correspondence and documentation for contacts Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

The email function is lacking, I end up using Outlook instead. Review collected by and hosted on G2.com.

What problems is Equisoft/connect solving and how is that benefiting you?

Tracking current client investment status Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Equisoft/connect Categories on G2
Financial Services CRM
Financial Services CRM

Explore More

Cloud Storage Security
Tontine
Microsoft Collaboration Tools
Classroom Messaging
Google Cloud BigQuery reviews
Google Compute Engine reviews
Vaccine Tracking
Order Fulfillment
Microsoft 365 Reviews
Equisoft/connect