+
+

Related Products

  • Allvue
    5 Ratings
    Visit Website
  • Datasite Diligence Virtual Data Room
    514 Ratings
    Visit Website
  • Firmex Virtual Data Room
    442 Ratings
    Visit Website
  • Pipedrive
    9,334 Ratings
    Visit Website
  • InfoFlo
    187 Ratings
    Visit Website
  • Shape Software
    132 Ratings
    Visit Website
  • HubSpot CRM
    25,028 Ratings
    Visit Website
  • Act!
    40 Ratings
    Visit Website
  • Ansarada
    339 Ratings
    Visit Website
  • Rent Manager
    885 Ratings
    Visit Website

About

The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence

About

Build deeper long-term client relationships using our CRM software for financial advisors. Equisoft/connect is a web-based CRM software specifically created for financial advisors. It enables you to centralize all your clients’ insurance and investment information. And it’s a powerful productivity, marketing, sales and compliance tool. Spend less time looking for important client data and more time with clients and prospects. Equisoft/connect gives you access to your clients' information in one application, meaning you no longer have to flip back and forth between multiple systems to track your client’s data. Thanks to the various Equisoft/connect modules, you can view your clients' insurance policies and investments, send emails, and manage your appointments and documents—all in one powerful app.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Commercial Real Estate, Consultants

Audience

Financial advisors that need a CRM built for financial advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$89.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

4Degrees
Founded: 2017
United States
4degrees.ai/

Company Information

Equisoft
Founded: 1991
Canada
www.equisoft.com/products/advisor-crm-connect

Alternatives

Alternatives

NCheck BioAttendance

NCheck BioAttendance

Neurotechnology
Wealthbox

Wealthbox

Starburst Labs
Allvue

Allvue

Allvue Systems
IMS

IMS

RealPage
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Commercial Real Estate Features

Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Asana
Basecamp
Bullhorn
Equisoft/illustrate
Facebook
Flexspring
Formstack
HubSpot Customer Platform
Microsoft 365
Microsoft Outlook
PeopleQuest
Pipedrive
ProjectQuest
Slack
StreetSmart
Switch Automation
The Cloud Connectors
Typeform
X (Twitter)
Zendesk

Integrations

Asana
Basecamp
Bullhorn
Equisoft/illustrate
Facebook
Flexspring
Formstack
HubSpot Customer Platform
Microsoft 365
Microsoft Outlook
PeopleQuest
Pipedrive
ProjectQuest
Slack
StreetSmart
Switch Automation
The Cloud Connectors
Typeform
X (Twitter)
Zendesk
Claim 4Degrees and update features and information
Claim 4Degrees and update features and information
Claim Equisoft/connect and update features and information
Claim Equisoft/connect and update features and information