Equisoft/connect Reviews (26)

Reviews

Equisoft/connect Reviews (26)

4.4
26 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the user-friendly interface and the ability to organize client information effectively. Many appreciate how it centralizes tasks, communications, and documents, enhancing overall productivity. However, some users note that the email functionality could be improved.
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Francois L.
FL
Francois L.
Représentant en investissement Services d’investissement Quadrus ltee
Small-Business (50 or fewer emp.)
More Options
"Experienced financial advisor"
5/5
What do you like best about Equisoft/connect?

It organises every (almost) all aspects of my day to day business. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/connect?

Data feed from my mutual fund dealer (not Equisoft's fault). Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
More Options
"CRM review"
5/5
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.

Pierre-Luc B.
PB
Pierre-Luc B.
Conseiller en sécurité financière
Small-Business (50 or fewer emp.)
More Options
"Great for managing a big book"
4.5/5
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.

Ben D.
BD
Ben D.
Owner
Small-Business (50 or fewer emp.)
More Options
"Equisoft Connect Review"
3/5
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.

Philip H.
PH
Philip H.
none
Small-Business (50 or fewer emp.)
More Options
"better than others I have used"
4.5/5
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.

SM
Sharen M.
Office Manager
More Options
"Efficient Client Investment portal"
3/5
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.