Equisoft/connect Reviews & Product Details

The available fields to truly quantify, identify, and segment all our contacts, the ability to create a database of insurance products and associated commission percentages for quick calculation afterwards. The gateways allowing us to have a quick overview of our clients' investments. All the available automations and not to mention the infinite report creation available. Review collected by and hosted on G2.com.

A lesson rather than discontent: Many trainings are available about CRM. Make the effort to go through them. Some programs had to be redone from scratch because the appropriate fields were not properly selected, which caused problems in report creation. Follow the trainings, it will save you time and effort later. Review collected by and hosted on G2.com.

I use follow-up tasks to keep a close track of my clients. It is very easy to link a task to a contact as well as to different products (insurance policy or investment plan). So everything is synchronized together and it is very easy to see the history of communications, appointments, or tasks completed for clients. They have a huge help section to guide us and several training videos to help explore and take advantage of the different aspects of the software. Review collected by and hosted on G2.com.

The possibilities with the software are very vast and I feel like I'm only taking advantage of a tiny part of the potential of the management software. I still have a long way to go and training videos to watch! Review collected by and hosted on G2.com.

It helps us organize our work and see everything going on in our business. Everything is tied to the contact ( client) and is linked to our emails, so we leave a trace of everything we do with clients with the most details. Equisoft makes our business better. Review collected by and hosted on G2.com.

The interface could be better looking to the eye and somewhat modernized, but it is not a dealbreaker. Review collected by and hosted on G2.com.

First, I have been supported from the outset. Throughout the process, I was notified of the progress of my project. The trainings are numerous and easy to follow. Review collected by and hosted on G2.com.

For now, very little negative point. I would like the access security to be with two identifiers. Ex. password and text message on cell phone. It has been confirmed to me that this procedure will be put in place soon. Review collected by and hosted on G2.com.

Very user-friendly, easy to create folders and archive documents. There is direct online support, as well as documents that can guide us towards new possibilities that we have not yet used. Review collected by and hosted on G2.com.

Nothing unpleasant to say! I am very satisfied! Review collected by and hosted on G2.com.

Simple, advisor centric. The data migration offered by the company was great. Not clumsy like so many systems. The service from the company is responsive and helpful Review collected by and hosted on G2.com.

Not thrilled with the subscription price increase after the first year, don't feel my office should pay for two full subscriptions-one for me and one for my administrator. Review collected by and hosted on G2.com.

Integrated system linking contacts, calendar, and emails Review collected by and hosted on G2.com.

The possibilities of the system seem limitless as long as one takes the time to make the entries. Mutual fund gateway gives mixed results. Review collected by and hosted on G2.com.

I have been using the software for over 15 years, easy to use and an excellent tool for financial needs analysis. Review collected by and hosted on G2.com.

Nothing to reproach them for, excellent tools and excellent service for support. Review collected by and hosted on G2.com.

Total assets under management and % change from previous month. Ability to combine fund and seg assets into one statement. Review collected by and hosted on G2.com.

Wish you could track growth of AUM over a greater length of time. Review collected by and hosted on G2.com.

Everything!!! Managing my clients, tasks, group emails, the multiple possible reports... Review collected by and hosted on G2.com.

To date, I have nothing negative to say, everything is perfect for me. Review collected by and hosted on G2.com.