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    泡芙云官方网址-outline

    Discover our products
    Kronos

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    泡芙云官方网址-outline

    Our specialized applications for financial security advisors are a cut above due to their unique characteristics that add value to your practice. Take advantage of all Equisoft applications in order to better manage your clientele, while simplifying your life. Invest where it counts and let Equisoft do the rest!
    >Equisoft/connect </br> (Formerly Kronos Finance)

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    EquiSoft Finance is a Web-based management application for financial and insurance professionals. This solution is your best ally for productivity and compliance!

    • Centralization: Increase your productivity by integrating all your existing tools in the same place
    • Security: Send your emails securely and confidentially thanks to SecureMail
    • Effectiveness: Keep a complete and centralized history of all your calls with call recording
    • Data collection : Our gateways automatically centralize your data
    See Equisoft/connect in action
    Equisoft/plan </br> (Formerly Kronos FNA)

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    Simple, compliant and mobile! Discover Equisoft/plan, your complete analysis tool for your clients' financial and insurance needs.

    • Compliance: Comply with requirements
    • Mobility: Complete analyses with your client directly on your tablet
    • Professional reports: Generate professional reports that include tables and charts
    • Client access: Save time by allowing your clients to update their data
    就爱加速器官网

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    Solid advice from our experts to help you optimize your business practices. See how the best advisors work so you provide your clients with unparalleled service.
    All Marketing 92加速官网 Practice Management Technology & Trends CRM Software Financial Needs Analysis
    Five Ways for Advisors to Motivate Staff

    Five Ways for Advisors to Motivate Staff

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    How to Hire the Right Staff for Practice Growth

    92加速官网

    Features of Kronos Finance and FNA that Make Compliance a Snap

    How Financial Advisors Can Turn Compliance into a Revenue Generator

    How Financial Advisors Can Turn Compliance into a Revenue Generator

    Why Should you Conduct an FNA Even if it's Not Required by Law?

    Why Should you Conduct an FNA Even if it's Not Required by Law?

    5 Tips for Using CRM to Make Compliance Easy

    5 Tips for Using CRM to Make Compliance Easy

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    泡芙云官方网址-outline

    Equisoft strong and motivating business culture enables us to deliver innovative solutions that surpass industry standards.
    About Icon

    Our history

    Since 1994, our team has evolved extensively in order to offer cutting edge products for the wealth management and insurance industries.

    就爱加速器官网

    About Icon

    Our culture

    Recognized for a culture built on individual talents and the collective genius of our company, we aim to achieve new standards.

    Check out our daily activities

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    Introduce a new customer to us and get a one-time discount of $50 on your monthly subscription for each new Equisoft/connect user referred.

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