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Equisoft/connect

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What is Equisoft/connect?

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2022
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Technical Details

Technical Details
Mobile ApplicationNo

FAQs

What is Equisoft/connect?
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.