Equisoft/connect
Reviews
Star rating
Rank in Financial Services CRM
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 91.3% |
| Mid-Market | 8.7% |
| Enterprise | 0.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2026 Q2 | 1 | 2.5 |
Satisfaction ratings
What reviewers say
Centralized Data, but Limited Customization and a Click-Heavy, Underdeveloped Mobile App
“What I like best about Equisoft/connect is that everything is centralized in one place: client data, emails, activities, and documents are all linked together. This makes follow-ups effortless and helps me stay fully compliant without any extra effort.”
Incredibly satisfied
“First, I have been supported from the outset. Throughout the process, I was notified of the progress of my project. The trainings are numerous and easy to follow.”
Good system, good client service,
“Simple, advisor centric. The data migration offered by the company was great. Not clumsy like so many systems. The service from the company is responsive and helpful”