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(Formerly Kronos Finance) EquiSoft Finance is a Web-based management application for financial and insurance professionals. View real-time stock prices and stock quotes for a full financial overview. Target clients according to specific criteria.Customize your dashboard with widgets and easily obtain news, industry talk, birthdays; whatever you need, front and center.Administer your database and manage each of your users' access rights.Automatically populate fields in PDF forms based on contact information.of users state that they are satisfied with our customer support!Equisoft/connect is a web-based CRM software specifically created for financial advisors.

You can integrate most email services into the CRM.Access your clients' global profile at a single glance—including all of their investment and insurance data.Integrate all of your email accounts in Equisoft/connect. Kronos Incorporated today announced that it has been honored by Fortune and Great Place to Work as one of the 20 Best Large Workplaces in Technology.. News Facts. Equisoft Scan will make you more productive and will improve your client service. Fillable forms and templates enable you to create awesome marketing materials. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. And it’s a powerful productivity, marketing, sales and compliance tool.Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Centralization. KNOS | Complete Kronos Advanced Technologies Inc. stock news by MarketWatch. There’s no need to jump in and out of different apps; you can send and receive emails directly within the CRM.Ensure you are always compliant.

This feature optimizes the digitization and filing of all documents that you take in.

Equisoft/connect is a web-based CRM software specifically created for financial advisors.

And the powerful mail tools allow you to send the marketing pieces to the right clients and prospects—and then track follow-up activities.Equisoft/connect comes with many predefined filters—like birthdays or expiring FNAs—and it also gives you the ability to create your own custom filters so you can find the exact clients and prospects you’re searching for. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.Equisoft/connect allows you to save a history of your activities. And it’s a powerful productivity, marketing, sales and compliance tool.Solid advice from our experts to help you optimize your business practices. Wij willen hier een beschrijving geven, maar de site die u nu bekijkt staat dit niet toe. It creates a paperless office that brings increased speed and efficiency to your business. The audio files are directly linked to the corresponding client record so that you can demonstrate a needs-based approach to selling, and not have to worry about compliance. EquiSoft Finance is a Web-based management application for financial and insurance professionals. 30 days after an activity is completed, the record will be frozen, so you will always have a defendable record of your actions for compliance purposes. See how the best advisors work so you can deliver unparalleled service to your clients.Keep up on the latest trends in the industry and continually improve thanks to advice from our experts!Share your enthusiasm for Equisoft and receive a bonus from our referral program!Since 1994, our team has evolved extensively in order to offer cutting edge products for the wealth management and insurance industries.Recognized for a culture built on individual talents and the collective genius of our company, we aim to achieve new standards.Equisoft/connect is a Web-based client management application specialized for finance and insurance professionals.Easily target your sales opportunities with this complete tool for analyzing financial and insurance needs. The referred person must subscribe within 3 months of receiving the referencing form, after which your invoice will be credited $50. You can use the filters to find ideal targets for your campaigns. It enables you to centralize all your clients’ insurance and investment information. The referred person must subscribe within 3 months of receiving the referencing form, after which your invoice will be credited $50.Centralization: Increase your productivity by integrating all your existing tools in the same placeSecurity: Send your emails securely and confidentially thanks to SecureMailEffectiveness: Keep a complete and centralized history of all your calls with call recordingData collection : Our gateways automatically centralize your dataMobility: Complete analyses with your client directly on your tabletProfessional reports: Generate professional reports that include tables and chartsClient access: Save time by allowing your clients to update their data This solution is your best ally for productivity and compliance!Simple, compliant and mobile! It enables you to centralize all your clients’ insurance and investment information. The filters are a great way to identify the prospects and clients amongst your contacts who best fit your niche.Equisoft/connect gateways enable you to automatically update your client data. Its unique features, tailored to the daily needs of advisors, simplify your work, enable you to better serve clients, and create real value in your practice.Easily manage tasks to be carried out by the members of your team.

Take advantage of all Equisoft applications in order to better manage your clientele, while simplifying your life.