# Equisoft/connect — Formerly Kronos Finance > Mobile CRM for financial advisors to manage clients and practice remotely. (iPhone/iPad app by Equisoft Inc.) - Source: https://appshunter.io/ios/app/equisoftconnect/id1434983244 (this page in markdown: same URL + `.md`) - Developer: [Equisoft Inc](https://appshunter.io/developer/582028168) - Category: Business, Finance - Price: Free - Age rating: 4+ - Requires: iOS 11.0 · 12 MB - Languages: American English, French (France) - Released: 2018-12-05 - Data updated: 2026-06-01 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/equisoftconnect/id1434983244/reviews.md ## What is Equisoft/connect? Join the more than 12,000 advisors who use Equisoft/connect to easily create awesome client experiences without ever having to turn on their computers. It’s the perfect solution for advisors who need to manage their practice, organize their day and respond to their clients anywhere, anytime. The CRM is specifically designed for financial advisors, so you have the all functionality you need at your fingertips. It frees you from your desk and gets you out of the office with complete access to your clients’ investment, insurance and personal information—plus great CRM features like comprehensive communication abilities, and tools that allow you to take meeting notes and manage activities so that nothing slips through the cracks. Equisoft/connect enables you to: • Serve more clients, more easily and more effectively, by accessing the information you need without having to power up your computer • Stay in touch with clients whenever you need by locating contacts, making calls, and sending emails from within the CRM • Save time by accessing your client’s insurance, investment and personal information from within the app • Achieve and maintain compliance by taking meeting notes and booking activities that are linked to each client’s contact record • Manage your practice while you’re on the go by accessing segmentation information, creating new contacts, and searching, viewing and editing contact information Equisoft/connect gives you quick access to your client and contact info when you need it, no matter where you are. ## Key features - Client relationship management - Access client investment and insurance data - Communication tools (calls, emails) - Meeting note-taking - Activity management - Contact creation and editing - Practice management on the go ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/equisoftconnect/id1434983244/reviews.md ### 4/5 — Language settings defaults to French each time *2019-06-13* Great app! Quick & easy access to client & policy info. One issue noted is that the app currently defaults back to French each time it is accessed. Users wishing to view the system in English have to reset their preferred language each time they access the app. ## Frequently asked questions about Equisoft/connect ### What is Equisoft/connect? Equisoft/connect is a mobile CRM application specifically designed for financial advisors. It allows users to manage client information, schedule activities, take meeting notes, and communicate with clients from their mobile devices. ### Is Equisoft/connect free to use? Yes, Equisoft/connect is available for free. The app does not have any associated costs for download or usage based on the provided information. ### What devices does Equisoft/connect support? Equisoft/connect is available on iPhone and iPod devices. It is optimized for iOS mobile operating systems. ### How often is Equisoft/connect updated? The latest version of Equisoft/connect is 1.2.11, and it was last updated on August 22, 2023. This indicates regular updates to improve functionality and address any issues. ### What is the age rating for Equisoft/connect? Equisoft/connect has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions. ### Does Equisoft/connect have ads? No, Equisoft/connect does not contain advertisements. The app is ad-free, providing an uninterrupted user experience. ### Can I create new contacts in Equisoft/connect? Yes, Equisoft/connect allows you to create new contacts directly within the app. You can also search, view, and edit existing contact information on the go. ### How does Equisoft/connect help with compliance? Equisoft/connect aids in maintaining compliance by enabling you to take meeting notes and book activities that are directly linked to each client's contact record. ## Version history (last 5 releases) ### 1.2.11 — 2023-08-22 Minor changes on text box focus when adding or editing notes ### 1.2.10 — 2021-11-29 Fix of a keyboard issue when searching for a contact Investments are now displayed by account for users in U.S.A. Minor UI improvements for displaying errors ### 1.2.9 — 2021-06-07 We heard you - Calendar filters have been added to the list of activities to allow you to see only the information relevant to you while the home screen will give you a quick overview of the next activities on your calendar - It is now possible to access some data from a recurring activity ### 1.2.8 — 2021-03-15 Improved performance when viewing long duration activities ### 1.2.7 — 2021-01-25 Added calendar names in activity lists Added multi-notes support in tasks and activities for certain environments Correction of some labels according to language ## Apps similar to Equisoft/connect | App | Rating | Price | Category | | --- | --- | --- | --- | | [OneSpan Sign - eSign Docs Now](https://appshunter.io/ios/app/onespan-sign-esign-docs-now/id780714083) | 4.4 (48) | Free | Business | | [Maximizer](https://appshunter.io/ios/app/maximizer/id1435930775) | 4.4 (109) | Free | Business | | [TekSavvy Unified Connect](https://appshunter.io/ios/app/teksavvy-unified-connect/id6503015070) | — | Free | Business | ## More apps by Equisoft Inc - [IQPF](https://appshunter.io/ios/app/iqpf/id1051341085) All apps by Equisoft Inc: https://appshunter.io/developer/582028168 ## Related topics [equisoft inc](https://appshunter.io/ios/topics/equisoft-inc) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*