Equisoft/connect vs Tchat N Sign Mobile

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.

Tchat N Sign is the essential mobile app for financial advisors who need to stay connected with their clients while ensuring regulatory compliance. KEY FEATURES UNIFIED MESSAGING • Manage all client conversations in one place - SMS, Facebook Messenger, and secure web chat • Real-time message synchronization across all your devices • Send secure links for document collection directly from conversations CONTACT MANAGEMENT • Access your complete client directory on the go • View contact details, communication history and notes • Quick search to find any client instantly ELECTRONIC SIGNATURES • Send documents for signature from anywhere • Track signature status in real-time • Compliant with Canadian financial regulations ENTERPRISE-GRADE SECURITY • Biometric authentication (Face ID / Touch ID) • Data residency in Canada • Compliant with AMF, Loi 25 and LPRPDE regulations DESIGNED FOR FINANCIAL PROFESSIONALS Built specifically for investment advisors, insurance representatives, and wealth management professionals who need: • Compliant client communications • Secure document exchange • Audit trail for all interactions • Integration with your CRM REQUIREMENTS • Requires a Tchat N Sign business account • Compatible with iPhone Download now and take your client relationships mobile while staying compliant. --- Tchat N Sign - Secure Communications for Financial Professionals