# Equisoft/connect Reviews **Vendor:** Equisoft Inc. **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 26 ## About Equisoft/connect Equisoft/connect is a web-based CRM software designed specifically for advisors seeking to optimize their business practice. ## Equisoft/connect Reviews ### 1. Centralized Data, but Limited Customization and a Click-Heavy, Underdeveloped Mobile App **Rating:** 2.5/5.0 stars **Reviewed by:** Eric N. | Business Development Representative UKI & US , Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Equisoft/connect?** What I like best about Equisoft/connect is that everything is centralized in one place: client data, emails, activities, and documents are all linked together. This makes follow-ups effortless and helps me stay fully compliant without any extra effort. **What do you dislike about Equisoft/connect?** My biggest frustration is the lack of flexibility. Customization options are very limited, navigation takes too many clicks just to reach basic client information, and reports are cumbersome to build. The mobile app also feels underdeveloped, especially since there are no push notifications for tasks. **What problems is Equisoft/connect solving and how is that benefiting you?** The biggest thing for me is that everything’s in one place, client emails, policy info, meeting notes, so I’m not bouncing between five different tools anymore. That alone makes my day a lot smoother. Because it connects directly with the insurance carriers and Equisoft/plan, I’m also not copy-pasting data all over the place. That means fewer mistakes and a faster turnaround, and clients definitely notice. Cost-wise, yes, it’s an investment. But if you’re managing a big book of clients, the time you save on compliance tasks and follow-ups more than makes up for it. Onboarding took a little while to get right, but once everything was set up properly, things don’t really slip through the cracks anymore. The workflows keep you on track and help make sure nothing gets missed. And the AI features are actually starting to feel genuinely useful it flags which clients need attention and surfaces things I might have overlooked. It’s less about reacting to problems and more about staying ahead of them. ### 2. The best tool for financial security advisors **Rating:** 5.0/5.0 stars **Reviewed by:** Franck J. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Equisoft/connect?** 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. **What do you dislike about Equisoft/connect?** 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. **What problems is Equisoft/connect solving and how is that benefiting you?** Equisoft requires identification to access it. Since all our clients' confidential data can be saved there, it fulfills a compliance obligation, namely to securely preserve our clients' documents. Moreover, it frees up space on our side, both physical and digital. The reports that allow us to assess the progress of our organization are very practical. The possible segmentation of our clientele for future communications, mailing groups, opportunities, definitely makes the task more pleasant for us. ### 3. Perfect CRM for financial security advisors! **Rating:** 5.0/5.0 stars **Reviewed by:** Sébastien L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Equisoft/connect?** 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. **What do you dislike about Equisoft/connect?** 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! **What problems is Equisoft/connect solving and how is that benefiting you?** Centralize all my clients' contact information, keep the history of my follow-ups and notes from my appointments. Makes me much more efficient in my productivity and allows me to not miss any follow-up. ### 4. Using Equisoft has been very easy and useful from the get go! **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | Conseiller en sécurité financière, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Equisoft/connect?** 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. **What do you dislike about Equisoft/connect?** The interface could be better looking to the eye and somewhat modernized, but it is not a dealbreaker. **What problems is Equisoft/connect solving and how is that benefiting you?** It is solving the fact that we need to leave a trace of everything we do with clients. It is very important in our business to do so for legal reasons. Equisoft makes it a lot easier to manage. ### 5. Incredibly satisfied **Rating:** 5.0/5.0 stars **Reviewed by:** Nathalie P. | Conseillère en sécurité Financière et Représentante épargne collective, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2023 **What do you like best about Equisoft/connect?** 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. **What do you dislike about Equisoft/connect?** 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. **What problems is Equisoft/connect solving and how is that benefiting you?** customer transfer with the new CRM. Everything was done according to my expectations ### 6. The BEST Work Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Nancy D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Equisoft/connect?** 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. **What do you dislike about Equisoft/connect?** Nothing unpleasant to say! I am very satisfied! **What problems is Equisoft/connect solving and how is that benefiting you?** The ability to group and associate all conversations, communications, and documentation with a client. To note, to share with other users of the group system, the reports on a file. ### 7. Good system, good client service, **Rating:** 3.5/5.0 stars **Reviewed by:** David C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Equisoft/connect?** 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 **What do you dislike about Equisoft/connect?** 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. **What problems is Equisoft/connect solving and how is that benefiting you?** An easy system to implement. Other systems needed to be programmed and customized at considerable cost and aggrivation. We wanted something 'plug and play'. We now have a simple CRM system for our practice with great technical support should we need it. ### 8. In my opinion, the best customer management program **Rating:** 5.0/5.0 stars **Reviewed by:** Christian L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Equisoft/connect?** Integrated system linking contacts, calendar, and emails **What do you dislike about Equisoft/connect?** The possibilities of the system seem limitless as long as one takes the time to make the entries. Mutual fund gateway gives mixed results. **What problems is Equisoft/connect solving and how is that benefiting you?** Information on meetings, calls, and correspondence kept and protected. Easy to trace discussions and dates. ### 9. Excellent CRM for financial advisors **Rating:** 4.0/5.0 stars **Reviewed by:** Benoit C. | Président, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Equisoft/connect?** I have been using the software for over 15 years, easy to use and an excellent tool for financial needs analysis. **What do you dislike about Equisoft/connect?** Nothing to reproach them for, excellent tools and excellent service for support. **What problems is Equisoft/connect solving and how is that benefiting you?** Management of my clientele and tools for needs analysis. ### 10. Great for keeping track of clients **Rating:** 3.5/5.0 stars **Reviewed by:** Sean H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Equisoft/connect?** Total assets under management and % change from previous month. Ability to combine fund and seg assets into one statement. **What do you dislike about Equisoft/connect?** Wish you could track growth of AUM over a greater length of time. **What problems is Equisoft/connect solving and how is that benefiting you?** Keeping time stamped notes of client interactions required by compliance. ### 11. Perfect CRM for my job!! **Rating:** 5.0/5.0 stars **Reviewed by:** Katia L. | Représentante de courtier en épargne collective , Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Equisoft/connect?** Everything!!! Managing my clients, tasks, group emails, the multiple possible reports... **What do you dislike about Equisoft/connect?** To date, I have nothing negative to say, everything is perfect for me. **What problems is Equisoft/connect solving and how is that benefiting you?** The service is quick when there is a problem, we are taken care of promptly. I had some email connection issues but everything was resolved quickly with excellent service. ### 12. So glad I found this software. **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck N. | Chartered Financial Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2022 **What do you like best about Equisoft/connect?** Equisoft Connect is the best CRM and planning tool for Life Insurance advisors. The ability to link activities, clients, policies, documents, mileage and opportunities is fantastic. Equisoft gave me the ability to become truly paperless. **What do you dislike about Equisoft/connect?** The program has features that are not advertised or known. For example, I have discovered a mileage-tracking ability. **What problems is Equisoft/connect solving and how is that benefiting you?** I get up-to-date investment summaries for clients without going to every provider's website for the information. I can stay in control of new business with the Opportunities module. The Opportunities funnel shows at a glance where I am. Retirement analysis is now easy. Portfolio statements are easy to produce. Documents can be linked to several clients. The history is all there. Record keeping became easy. ### 13. Complete **Rating:** 4.5/5.0 stars **Reviewed by:** Patrice B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Equisoft/connect?** Possibility to enter a multitude of information or databases. Very powerful tools to make queries and create reports in order to analyze the data. **What do you dislike about Equisoft/connect?** The presentation of the screens for data entry is not very "user friendly." **What problems is Equisoft/connect solving and how is that benefiting you?** When I have a problem, equisoft always resolves it very quickly. ### 14. Solid system but customer service and training lacking **Rating:** 3.5/5.0 stars **Reviewed by:** Simon T. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Equisoft/connect?** Great all in one CRM solution with full integration for calendar and em-mail. **What do you dislike about Equisoft/connect?** Not enough automation and intuitiveness for a modern CRM. Also a lack of training and responsiveness from customer service. **What problems is Equisoft/connect solving and how is that benefiting you?** Customer data ### 15. Very intuitive and simple to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Pascal L. | Représentant en investissement, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2023 **What do you like best about Equisoft/connect?** The archive of all communication with clients. Everything is secure. **What do you dislike about Equisoft/connect?** The CRM is very powerfull. I can't see any downside. **What problems is Equisoft/connect solving and how is that benefiting you?** Very usefull. All my clients are in the system and the database is linked between all fields... ### 16. Equisoft/Connect keeps us well connected with our Clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Laura D. | Accountant **Reviewed Date:** July 19, 2022 **What do you like best about Equisoft/connect?** Equisoft is great for keeping track of our clients and their investment and insurance accounts with us! We use it exclusively to track the activities of our clients and our staff members. Equisoft helps us to be well organized and to take great care of our clients. **What do you dislike about Equisoft/connect?** We have been pleased with Equisoft and its functionality. We can send a service ticket to Equisoft if we are experiencing any difficulties and the service team has been great at taking care of our needs. **What problems is Equisoft/connect solving and how is that benefiting you?** Equisoft is crucial to our daily business. We use it to correspond with each other and with our clients. We can link our correspondence with our clients to our client files, which is so important, as communication is key to our success! ### 17. Equisoft Review - Kris Svirkov **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Equisoft/connect?** The calendar. It tracks appointments under contact names. The task tracker is great for maintaining follow-ups. It also stores documents for compliance purposes. The software was built by a true financial advisor. It covers all areas of tracking and it is great for compliance as well as remembering information from a client meeting. **What do you dislike about Equisoft/connect?** Only one small thing. There is no area for Contingent Beneficiaries. There should be a drop-down for Primary and Secondary Beneficiaries in the beneficiary area. **What problems is Equisoft/connect solving and how is that benefiting you?** Equisoft always gets back to me quickly with issues and answers my questions through the help center. Great training information on the website. The software is user-friendly. ### 18. Pros and cons **Rating:** 4.5/5.0 stars **Reviewed by:** Gennaro N. | Financial planner **Reviewed Date:** August 30, 2022 **What do you like best about Equisoft/connect?** Logging communications with my contacts. Linking other related contacts to each other. Phone call recordings. Custumizable pdf forms to my data. **What do you dislike about Equisoft/connect?** The viewing format. I'm used t on office outlook format. It would be nice if it resembles it. Not crazy on the email format. Much prefer the MS outlook format. **What problems is Equisoft/connect solving and how is that benefiting you?** PDF forms. ### 19. Easy to use policy administration solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2022 **What do you like best about Equisoft/connect?** Gets the job done efficiently and quickly without any hassle. It's user interface looks stunning and offers ease while using the app. The features arr eay to understand for first time users. **What do you dislike about Equisoft/connect?** There is nothing I dislike maybe the customer service could be better. Also the price point can be modified I personally found it on the pricier side. Otherwise no cons **What problems is Equisoft/connect solving and how is that benefiting you?** Great way to find new clients, boost sales, convert more prospects, and drive more profits. It is saving time and energy of the staff while bringing automation ### 20. I have been using Equisoft/connect for almost 5 years. This CRM is a powerhouse. **Rating:** 5.0/5.0 stars **Reviewed by:** Serge V. | Financial security advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Equisoft/connect?** I can centralize all my tasks in one place and retrieve them at the right time. **What do you dislike about Equisoft/connect?** I would like to be able to switch from English to French by using a simple button without going to setup. **What problems is Equisoft/connect solving and how is that benefiting you?** Time management. Give me more time to deal with priorities. All my notes and correspondence in one place. ### 21. Experienced financial advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Francois L. | Représentant en investissement Services d’investissement Quadrus ltee, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Equisoft/connect?** It organises every (almost) all aspects of my day to day business. **What do you dislike about Equisoft/connect?** Data feed from my mutual fund dealer (not Equisoft's fault). **What problems is Equisoft/connect solving and how is that benefiting you?** I have a disorganized beatnik brain and Equisoft makes me look like a normal and competent financial advisor. More productivity, fewer errors and almost nothing forgotten. ### 22. CRM review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Equisoft/connect?** I like the simplicity of tracking my client's activities **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 **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 ### 23. Great for managing a big book **Rating:** 4.5/5.0 stars **Reviewed by:** Pierre-Luc B. | Conseiller en sécurité financière, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2022 **What do you like best about Equisoft/connect?** Solid CRM with a ton of options and customizations **What do you dislike about Equisoft/connect?** Email interface lags a lot. Lag in general is noticeable **What problems is Equisoft/connect solving and how is that benefiting you?** Having everything in one place, birthdays, file, notes, emails, etc ### 24. Equisoft Connect Review **Rating:** 3.0/5.0 stars **Reviewed by:** Ben D. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2021 **What do you like best about Equisoft/connect?** The ability to import from insurers and Mutual Fund Dealers. Note taking section is great. **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. **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. ### 25. better than others I have used **Rating:** 4.5/5.0 stars **Reviewed by:** Philip H. | none, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Equisoft/connect?** I have used another CRM, this one is just far more capable **What do you dislike about Equisoft/connect?** there is no Two facto authentication an essential in this day and age **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 ### 26. Efficient Client Investment portal **Rating:** 3.0/5.0 stars **Reviewed by:** Sharen M. | Office Manager **Reviewed Date:** November 22, 2021 **What do you like best about Equisoft/connect?** The ability to retain correspondence and documentation for contacts **What do you dislike about Equisoft/connect?** The email function is lacking, I end up using Outlook instead. **What problems is Equisoft/connect solving and how is that benefiting you?** Tracking current client investment status ## Equisoft/connect Discussions - [What is Equisoft/connect used for?](https://www.g2.com/discussions/what-is-equisoft-connect-used-for) - 1 comment - [View Equisoft/connect pricing details and edition comparison](https://www.g2.com/products/equisoft-connect/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+13%3A43%3A56+-0500&secure%5Bsession_id%5D=391db2d8-7b40-4fdf-bfbc-3e05921b872e&secure%5Btoken%5D=3c7806bb61c5bf822d1e6621d988c26b26d8dfbeed90ad205833b1a6f9264216&format=llm_user) ## Equisoft/connect Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Equisoft/connect Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)