Equisoft/connect

1.2.15

Equisoft Inc.

0.00

0 reviews

1,000+
Downloads

Free

The perfect solution for advisors who need to manage their practice anywhere.

1,000+ downloads

iOS version

About Equisoft/connect

Equisoft/connect is a business app developed by Equisoft Inc..

Download Statistics

Equisoft/connect has been downloaded 2.2 thousand times. In the last 30 days, the app was downloaded 12 times.

User Ratings

The app has no ratings yet.

App Information

Equisoft/connect is FREE to download. The APK download size is 28.30 MB. The latest version available is 1.2.15. The last update was on June 15, 2026.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play December 2018.

Description

Join the more than 12,000 advisors who use Equisoft/connect to easily create awesome client experiences without ever having to turn on their computers. It’s the perfect solution for advisors who need to manage their practice, organize their day and respond to their clients anywhere, anytime.

The CRM is specifically designed for financial advisors, so you have the all functionality you need at your fingertips. It frees you from your desk and gets you out of the office with complete access to your clients’ investment, insurance and personal information—plus great CRM features like comprehensive communication abilities, and tools that allow you to take meeting notes and manage activities so that nothing slips through the cracks.

Equisoft/connect enables you to:

• Serve more clients, more easily and more effectively, by accessing the information you need without having to power up your computer

• Stay in touch with clients whenever you need by locating contacts, making calls, and sending emails from within the CRM

• Save time by accessing your client’s insurance, investment and personal information from within the app

• Achieve and maintain compliance by taking meeting notes and booking activities that are linked to each client’s contact record

• Manage your practice while you’re on the go by accessing segmentation information, creating new contacts, and searching, viewing and editing contact information

Equisoft/connect gives you quick access to your client and contact info when you need it, no matter where you are!

Recent changes:
Minor changes to support Android 15

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More data about Equisoft/connect

Price	Free to download
Total downloads	2.2 thousand
Recent downloads	12
Rating	No ratings
Ranking	Not ranked
Version	1.2.15
APK size	28.3 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

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Alternative downloads for the Equisoft/connect app

Equisoft/connect compared with similar apps

Common keywords of similar apps

Equisoft Practice Accessing Perfect Solution Easily Investment Insurance Personal Meeting Information Connect Advisors Manage Clients Crm Contact Client Access Notes Activities Contacts

Keywords missing from this app

Financial App View Advisor Ameriprise Business Account Sales Calendar Accounts Time Stay Services Track Data Recent Planner Mobile Day Redtail Scheduling Appointment Smart Management Tools Add Masters Simple Work Cm Collective Email Updates Anytime Complete Grow Security

Downloads over time

Equisoft/connect has been downloaded 2.2 thousand times. Over the past 30 days, it has been downloaded 12 times.

Changelog of Equisoft/connect

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Developer information for Equisoft Inc.

Equisoft Inc.

info@equisoft.com

Website

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Comments on Equisoft/connect for Android

★★★★☆ Pascal Lapointe · May 19, 2021

The app is not so much of an app, more of an app dependent on a web browser. But overall it's good. I haven't had any issues using it so far. I don't understand why it's rated so low. It does what it's supposed to do. A VERY important thing that must be added is for the app to connect to your contacts so that when a client calls you, it detects the number and automatically asks you after the call if you want to add or not or add a task. It's a must for this type of CRM. Please consider adding.

Google Play Rankings for Equisoft/connect

This app is not ranked

Technologies used by Equisoft/connect

Equisoft/connect is requesting 12 permissions and we don't have library information (yet).
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