Equisoft/connect vs RapportBuddy

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.

RapportBuddy is your personal relationship manager for networking events, conferences, and everyday professional interactions. Instead of relying on memory or scattered notes, RapportBuddy helps you capture and organize valuable information about the people you meet—so every follow-up feels natural and personal. Whether you’re attending an industry event, meeting a client, or running into a familiar face, RapportBuddy ensures you have context at your fingertips. Record key details, track past interactions, and keep a list of talking points to make every conversation count. Key Features Organize People You Meet - Create detailed profiles with name, role, company, contact details, and location. - Add tags for quick categorization and easy filtering. - Store personal notes that help you remember important details about each person. Capture Talking Points - Record conversation starters, shared interests, or important topics to revisit. - Easily add, edit, or remove talking points over time. - Access talking points instantly before your next meeting. Track Interactions - Log when and where you met someone. - Keep summaries of past conversations for quick refreshers. - Track how often you meet and when you last connected. Prioritize Important Contacts - Assign an importance level to each contact so you focus on the relationships that matter most. - Sort and filter by importance or tags to prepare for events more effectively. Search and Filter - Quickly find people by name, company, location, or tags. - Filter by shared interests or event-specific tags to group contacts in context. Designed for Networking Efficiency - Quick Add mode to capture key info in seconds during an event. - Clean, distraction-free design for easy navigation. - Works offline so you can add and review notes anywhere. Why RapportBuddy? Strong relationships are built on consistent, meaningful interactions. RapportBuddy gives you a central place to store everything you learn about someone, so your conversations always feel personal and relevant. It’s more than a contact list—it’s a strategic networking tool. RapportBuddy is perfect for: - Professionals who attend regular networking events or conferences. - Sales teams and account managers who need to keep track of multiple clients. - Entrepreneurs building partnerships and investor relationships. - Anyone who wants to strengthen personal and professional connections over time. Your network is one of your most valuable assets. RapportBuddy helps you remember details, follow up with purpose, and turn casual encounters into lasting connections.