Equisoft Connect
Equisoft Connect is a specialized CRM platform designed for financial advisors to centralize client data, automate compliance workflows, and manage investment and insurance portfolios within a single interface.
InvestGlass
InvestGlass is an all-in-one wealth management platform providing automated CRM, portfolio management, and client onboarding tools to help financial institutions and investment professionals streamline their daily operations.
Quick Comparison
| Feature | Equisoft Connect | InvestGlass |
|---|---|---|
| Website | equisoft.com | investglass.com |
| Pricing Model | Custom | Subscription |
| Starting Price | Custom Pricing | $99/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1994 | 2014 |
| Headquarters | Montreal, Canada | Geneva, Switzerland |
Overview
Equisoft Connect
Equisoft Connect provides a central hub for your financial advisory practice, specifically built to handle the complexities of wealth management. You can consolidate client information from multiple back-office systems, giving you a holistic view of every account, policy, and interaction. This eliminates the need to jump between different tools to find critical client data or investment details.
The platform helps you stay organized and compliant by automating your daily administrative tasks and document management. You can track your entire sales pipeline, manage complex meeting schedules, and ensure every client interaction is logged for regulatory purposes. It is designed to scale with your practice, whether you are an independent advisor or part of a large multi-national financial institution.
InvestGlass
InvestGlass provides a unified workspace designed specifically for the financial services industry. You can manage your entire client lifecycle from a single interface, combining a powerful CRM with automated onboarding and portfolio monitoring tools. The platform helps you eliminate fragmented data by centralizing client interactions, investment preferences, and regulatory compliance documents in one secure location.
You can automate repetitive tasks like KYC updates, digital signature requests, and portfolio rebalancing alerts. Whether you are an independent asset manager or part of a large retail bank, the software adapts to your specific regulatory environment. It allows you to deliver personalized investment advice at scale while maintaining strict adherence to MiFID II and LSFin standards through built-in compliance engines.
Overview
Equisoft Connect Features
- Gatekeeper Integration Sync your client data directly with major back-office systems to ensure your investment and insurance information is always accurate.
- Compliance Automation Generate audit-ready activity logs and maintain standardized documentation to meet strict regulatory requirements without the manual effort.
- Wealth Management Dashboard View your clients' entire financial picture, including assets under management and insurance coverage, on one unified screen.
- Automated Workflows Set up recurring tasks for client reviews and onboarding so you never miss a critical step in your service model.
- Document Management Store and organize sensitive client files securely within the CRM, linking them directly to specific household or individual profiles.
- Advanced Reporting Create custom reports on your book of business to identify growth opportunities and track your firm's overall performance.
InvestGlass Features
- Digital Onboarding. Onboard new clients faster with customizable digital forms, automated KYC checks, and integrated electronic signature tools.
- Portfolio Management. Monitor your assets in real-time with automated position tracking, performance reporting, and risk analysis across multiple accounts.
- Compliance Engine. Automate your regulatory checks for MiFID II and local standards to ensure every investment recommendation remains fully compliant.
- Client Portal. Give your clients secure access to their portfolios, performance reports, and document vaults through a branded web interface.
- Marketing Automation. Send personalized investment proposals and newsletters to specific client segments based on their unique risk profiles and interests.
- Order Management. Execute trades and manage orders directly through the platform with connectivity to various brokers and execution platforms.
Pricing Comparison
Equisoft Connect Pricing
InvestGlass Pricing
- Core CRM functionality
- Digital onboarding tools
- Document management
- Email marketing integration
- Basic reporting
- Standard API access
- Everything in Professional, plus:
- Advanced portfolio management
- White-label client portal
- Custom compliance rules
- Multi-custodian data feeds
- Priority technical support
Pros & Cons
Equisoft Connect
Pros
- Deep integration with financial back-office systems
- Purpose-built specifically for insurance and investment workflows
- Strong compliance tracking and audit trail capabilities
- Consolidates multiple data feeds into one view
Cons
- Pricing is not publicly listed for transparency
- Initial setup requires significant data mapping effort
- Interface feels more functional than modern design-wise
InvestGlass
Pros
- Highly customizable interface adapts to specific financial workflows
- Strong focus on European and Swiss regulatory compliance
- Consolidates multiple tools into one single login
- Excellent automation for client onboarding and KYC
Cons
- Initial setup requires significant time for data migration
- Learning curve for advanced portfolio rebalancing features
- Public pricing is not readily available for budgeting