Use content inside your CRM to create more meaningful, one-to-one client interactions.
Equisoft connect is a CRM built specifically for Canadian financial advisors and wealth management teams. It helps advisors centralize client information, manage relationships, and stay organized across their day-to-day workflows. Equisoft/connect provides a complete view of client profiles, activities, documents, and interactions, while supporting compliance requirements and reducing administrative work. Designed for the financial services industry, the platform enables advisors to work more efficiently and maintain consistent, professional client communication.
The integration between HeyAdvisor and Equisoft/connect allows advisors to easily share compliant, educational content directly through their CRM workflows. Using HeyAdvisor’s source code functionality, advisors can copy the HTML for a specific piece of content and paste it into the Equisoft/connect email builder. This makes it easy to deliver branded videos and infographics to clients without leaving the CRM, supporting more engaging conversations while keeping client communication organized and trackable within Equisoft/connect.
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