AdvisorShelf
AdvisorShelf / CRM / Equisoft/connect

CRM

Equisoft/connect

Advisor CRM that keeps insurance policies, investments and client profiles together in one place.

Made by Equisoft Visit Equisoft/connect's website
Starting priceFrom $95/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed5 connectionsEquisoft/plan and Equisoft/analyze, Microsoft 365, Gmail and 2 more. Source and date for each below.
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What their website looks like

Screenshot of Equisoft/connect's homepage
Equisoft/connect's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Equisoft/connect for Individuals $95/user/mo
per user, per month
 Monthly subscription
Starting price in USD outside Canada (CAD $105.00 in Canada). This page does not say per user; the vendor's advisor pricing page (advisor.equisoft.com/pricing) lists the same plan at CAD $105.00 per user per month.

Enterprise license: special large subscriber base pricing, contact sales

Partner plan: preferential rates for Equisoft's strategic partners, price on request (advisor.equisoft.com/pricing)

Source: Equisoft/connect product page. Checked on the vendor's site, Oct 6.

Where Equisoft/connect sits on price

Equisoft/connectOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

GmailMailchimp
Equisoft/connect5 connections listed

Data goes out to

DocuSignMailchimp
Listed, no detail
Microsoft 365Equisoft/plan and Equisoft/analyze
Connection cost: not stated on the Equisoft/connect pages we read (Oct 7).
Equisoft/plan and Equisoft/analyze
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Equisoft/connect product page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Equisoft lists.

Microsoft 365
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Equisoft/connect Microsoft 365 integration page. Checked Oct 6.
Gmail
Checked on the vendor's site
  • Data in: emails synced to the CRM
Source: Equisoft/connect Gmail integration page. Checked Oct 6.
DocuSign
Checked on the vendor's site
  • Data out: signature envelopes created from the CRM
Source: Equisoft/connect DocuSign integration page. Checked Oct 6.
Mailchimp
Checked on the vendor's site
  • Data in: contacts imported, matched and updated
  • Data out: contacts deleted in the CRM are archived in Mailchimp
Source: Equisoft/connect Mailchimp integration page. Checked Oct 6.

Moving to Equisoft/connect from another tool

What Equisoft's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Equisoft/connect pages we read

We looked on Oct 8. Before you sign, ask Equisoft which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on Equisoft's site.Not found

Fits best if

Our judgement

We haven't assessed fit for Equisoft/connect yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Equisoft/connect with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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