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Our specialized applications for financial security advisors are a cut above due to their unique characteristics that add value to your practice. Take advantage of all Equisoft applications in order to better manage your clientele, while simplifying your life. Invest where it counts and let Equisoft do the rest!
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EquiSoft Finance is a Web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance!
- Centralization: Increase your productivity by integrating all your existing tools in the same place
- Security: Send your emails securely and confidentially thanks to SecureMail
- Effectiveness: Keep a complete and centralized history of all your calls with call recording
- Data collection : Our gateways automatically centralize your data
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Simple, compliant and mobile! Discover Equisoft/plan, your complete analysis tool for your clients' financial and insurance needs.
- Compliance: Comply with requirements
- Mobility: Complete analyses with your client directly on your tablet
- Professional reports: Generate professional reports that include tables and charts
- Client access: Save time by allowing your clients to update their data
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Solid advice from our experts to help you optimize your business practices. See how the best advisors work so you provide your clients with unparalleled service.
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Marketing
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Practice Management
Technology & Trends
CRM Software
Financial Needs Analysis
Practice Management
How to Hire the Right Staff for Practice Growth
CRM Software
Features of Kronos Finance and FNA that Make Compliance a Snap
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How Financial Advisors Can Turn Compliance into a Revenue Generator
Financial Needs Analysis
Why Should you Conduct an FNA Even if it's Not Required by Law?
CRM Software
5 Tips for Using CRM to Make Compliance Easy
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Equisoft strong and motivating business culture enables us to deliver innovative solutions that surpass industry standards.
Our history
Since 1994, our team has evolved extensively in order to offer cutting edge products for the wealth management and insurance industries.
Our culture
Recognized for a culture built on individual talents and the collective genius of our company, we aim to achieve new standards.
