DealCloud vs. Equisoft/connect
DealCloud vs. Equisoft/connect
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 DealCloud | N/A | DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018). | N/A | |
 Equisoft/connect | N/A | Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kronos Technologies in 2018. | N/A |
| DealCloud | Equisoft/connect | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| DealCloud | Equisoft/connect |
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| DealCloud | Equisoft/connect | |
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