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.
Process Street
Process Street is a modern process management platform that helps you create, track, and automate core business workflows through interactive checklists to ensure your team follows consistent operating procedures.
Quick Comparison
| Feature | Equisoft Connect | Process Street |
|---|---|---|
| Website | equisoft.com | process.st |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has 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 | San Francisco, USA |
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.
Process Street
Process Street is a simple way for you to manage your team's recurring checklists and procedures. Instead of static documents that sit in a folder, you get interactive workflows that guide your team through every step of a task. You can create rich documents with images, videos, and form fields to capture data as work happens, ensuring nothing falls through the cracks during complex operations.
You can use it for everything from employee onboarding and client setups to content approvals and safety inspections. The platform helps you maintain high standards by providing visibility into who is doing what and when. It scales with your needs, offering a free version for individuals and robust paid plans for teams that need advanced automation, conditional logic, and role-based permissions.
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.
Process Street Features
- Interactive Checklists. Turn your static SOPs into live checklists where you can track progress and ensure your team follows every step.
- Conditional Logic. Create truly dynamic workflows that automatically adapt and show or hide tasks based on the data you enter.
- Collaborative Approvals. Streamline your decision-making by setting up single or multi-stage approval flows for any task or document.
- Data Capture Forms. Collect structured data within your workflows using form fields, then sync that information directly to your other tools.
- Task Assignments. Assign specific steps to different team members and set dynamic due dates to keep your projects on schedule.
- Workflow Automations. Connect your processes to thousands of apps to trigger actions automatically and eliminate manual data entry.
Pricing Comparison
Equisoft Connect Pricing
Process Street Pricing
- 1 active workflow
- Unlimited pages
- Unlimited storage (5MB/file)
- Email support
- Standard templates
- Everything in Free, plus:
- Up to 5 members
- Unlimited workflow runs
- Conditional logic
- Stop tasks
- Role-based permissions
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
Process Street
Pros
- Intuitive interface makes creating complex workflows simple
- Conditional logic handles complicated business rules easily
- Strong integration capabilities with Zapier and Slack
- Excellent for maintaining consistency across remote teams
Cons
- Pricing can be high for very small teams
- Mobile app experience is less robust than desktop
- Steep learning curve for advanced automation features