Equisoft/connectEquisoft 
                        
                        
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            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.
             
            
        
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            About
            MadeMarket's deal management CRM is the easiest way for investment bankers to manage their deals and contacts. Great investment banks get real results with MadeMarket. From boutique to bulge-bracket, investment bankers love MadeMarket. Maintain focus on your transactions in a faster, simpler way. Easily advance deals as a team and view progress at a glance, from anywhere. Instantly view the relationship information you care about most. From contact details and key relationships to transaction preferences and history, always see the full picture. Gain powerful insights on the value of your pipeline, how transactions are progressing and your most active relationships, all without lifting a finger. MadeMarket will help you grow your business and improve the performance of your team. Designed from the ground up to work specially within the investment banking workflow. Whether your advisory firm focuses on sell-side or buy-side, MadeMarket is designed to make your firm more efficient.
             
            
        
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        Platforms Supported
            
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        Platforms Supported
            
                Windows
            
            
         
        
    
        
        
            
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        Audience
        Financial advisors that need a CRM built for financial advisors
         
        
    
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        Audience
        Investment banking and M&A
         
        
    
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        Support
            
                Phone Support
            
            
         
        
    
        
        
            
                24/7 Live Support
            
            
         
        
    
        
        
            
                Online
            
            
         
        
    
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        Support
            
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                24/7 Live Support
            
            
         
        
    
        
        
            
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        API
            
                Offers API
            
            
         
        
    
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        API
            
                Offers API
            
            
         
        
    
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        Pricing
        $89.00/month/user
        
     
    
    
        
        
            
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
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                Live Online
            
            
         
        
    
        
        
            
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        Training
            
                Documentation
            
            
         
        
    
        
        
            
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        Company InformationEquisoft 
    
    Founded: 1991 
    
    Canada 
    www.equisoft.com/products/advisor-crm-connect 
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        Company InformationMadeMarket 
    
    Founded: 2019 
    
    United States 
    mademarket.co 
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        Categories | 
        
        
                
            
        
    
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                Financial CRM Features
            
                Account Alerts
            
            
         
        
    
        
        
            
                Asset Management
            
            
         
        
    
        
        
            
                Expense Tracking
            
            
         
        
    
        
        
            
                Household Tracking
            
            
         
        
    
        
        
            
                Influence Tracking
            
            
         
        
    
        
        
            
                Lead Management
            
            
         
        
    
        
        
            
                Marketing Management
            
            
         
        
    
        
        
            
                Relationship Tracking
            
            
         
        
    
        
        
            
                Team Assignments
            
            
         
        
    
        
        
            
                Territory Management
            
            
         
        
    
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    Bridge
            
            
         
        
    
        
        
            
                
    DocuQuest
            
            
         
        
    
        
        
            
                
    EHSQuest
            
            
         
        
    
        
        
            
                
    Equisoft/illustrate
            
            
         
        
    
        
        
            
                
    Equisoft/manage
            
            
         
        
    
        
        
            
                
    Flexspring
            
            
         
        
    
        
        
            
                
    PeopleQuest
            
            
         
        
    
        
        
            
                
    ProjectQuest
            
            
         
        
    
        
        
            
                
    StreetSmart
            
            
         
        
    
        
        
            
                
    Switch Automation
            
            
         
        
    
                
                    
    
        
        
        
    
        
        
        
    
                
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        Integrations
            
                
    Bridge
            
            
         
        
    
        
        
            
                
    DocuQuest
            
            
         
        
    
        
        
            
                
    EHSQuest
            
            
         
        
    
        
        
            
                
    Equisoft/illustrate
            
            
         
        
    
        
        
            
                
    Equisoft/manage
            
            
         
        
    
        
        
            
                
    Flexspring
            
            
         
        
    
        
        
            
                
    PeopleQuest
            
            
         
        
    
        
        
            
                
    ProjectQuest
            
            
         
        
    
        
        
            
                
    StreetSmart
            
            
         
        
    
        
        
            
                
    Switch Automation
            
            
         
        
    
                
                    
    
        
        
        
    
        
        
        
    
                
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