萤火虫加速器testflightDiscover our products
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
(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
How to Hire the Right Staff for Practice Growth
Features of Kronos Finance and FNA that Make Compliance a Snap
How Financial Advisors Can Turn Compliance into a Revenue Generator
Financial Needs Analysis
Why Should you Conduct an FNA Even if it's Not Required by Law?
5 Tips for Using CRM to Make Compliance Easy
Since 1994, our team has evolved extensively in order to offer cutting edge products for the wealth management and insurance industries.
Recognized for a culture built on individual talents and the collective genius of our company, we aim to achieve new standards.