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Our specialized applications for financial security advisors are a cut above due to their unique characteristics that add value to your practice. Take advantage of all Equisoft applications in order to better manage your clientele, while simplifying your life. Invest where it counts and let Equisoft do the rest!

>Equisoft/connect </br> (Formerly Kronos Finance)

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EquiSoft Finance is a Web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance!

Centralization: Increase your productivity by integrating all your existing tools in the same place
Security: Send your emails securely and confidentially thanks to SecureMail
Effectiveness: Keep a complete and centralized history of all your calls with call recording
Data collection : Our gateways automatically centralize your data

See Equisoft/connect in action

Equisoft/plan </br> (Formerly Kronos FNA)

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Simple, compliant and mobile! Discover Equisoft/plan, your complete analysis tool for your clients' financial and insurance needs.

Compliance: Comply with requirements
Mobility: Complete analyses with your client directly on your tablet
Professional reports: Generate professional reports that include tables and charts
Client access: Save time by allowing your clients to update their data

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Solid advice from our experts to help you optimize your business practices. See how the best advisors work so you provide your clients with unparalleled service.

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