INVEST WHERE IT MATTERS MOST
The Standard for all Financial Securities AdvisorsDiscover our products
Our specialized solutions
Equisoft/connect (Formerly Kronos Finance)
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
Equisoft/plan (Formerly Kronos FNA)
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