Equisoft/connect Android

Equisoft/connect

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

Features & Capabilities

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!

User Growth & Download Statistics

App
By:
Equisoft Inc.
Downloads:
2,219
Version:
1.2.14 Last updated: 2024-08-29
Version code:
69054
Creation date:
2020-10-01
Publisher country:
CA CA
Permissions:
  • android.permission.READ_EXTERNAL_STORAGE High risk
  • android.permission.WRITE_EXTERNAL_STORAGE High risk
  • android.permission.ACCESS_WIFI_STATE Low risk
  • android.permission.INTERNET Low risk
  • android.permission.USE_BIOMETRIC Low risk
  • android.permission.USE_FINGERPRINT Low risk
  • android.permission.WAKE_LOCK Low risk
  • com.google.android.finsky.permission.BIND_GET_INSTALL_REFERRER_SERVICE Low risk
  • android.permission.ACCESS_NETWORK_STATE Safe
Size:
26.69MB
Email:
in*****@equisoft.com
URLs:
Website ,Privacy policy
Full description:
See detailed description
Source:
Google Play Store
Data ingested on:
2026-06-04
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Android app. Please use these information below to contact the Android app developer.
Developed by:
Equisoft Inc.
Google Play Store
https://play.google.com/store/apps/details?id=com.kronosfinancemobile
Email:
in*****@equisoft.com
Website:
https://equisoft.com

User Reviews

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.
by Pa*****, 2021-05-19
View all user reviews ›

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