Equisoft/connect
Your CRM should evolve as quickly as your practice.
Your CRM defines how you work every day. If you're comparing Equisoft/connect and Laylah as a financial advisor, here are the facts to decide with confidence.
Honest assessment
What Equisoft does well
Equisoft/connect is an essential player in the Canadian market, particularly in Quebec. Thousands of advisors trust it, and for good reason.
- A familiar tool in many firms
Equisoft/connect is a familiar tool in many firms across Quebec and Canada.
- Insurance and investment gateways
The product offers gateways to some back-office systems and carriers.
- Integrated with Equisoft/Plan
Equisoft/connect integrates with Equisoft/Plan, a financial planning tool that some advisors value for clients approaching or already in retirement.
- French-language support available
Based in Quebec, Equisoft offers support in French, an advantage that few CRMs for financial advisors provide.
- A clear presence in the industry
Equisoft is a well-known name in industry networks and events.
Common friction points
What drives advisors to look for an alternative
In speaking with financial advisors who use Equisoft/connect as their CRM, certain issues keep coming up.
- An innovation pace that no longer keeps up
The market for financial advisor tools is accelerating. Equisoft/connect evolves at a slower pace, and features expected by CRM users are slow to arrive.
- A daily experience that shows its limits
Equisoft/connect's interface has not evolved at the same pace as modern tools for financial advisors. Customization remains limited, and onboarding new users requires notable effort to adapt.
- Exit fees that come as a surprise
Some financial advisors looking to leave Equisoft/connect discover that migration comes with significant fees. This unexpected exit cost reinforces the dissatisfaction that led them to explore other options in the first place.
- A price-to-value ratio that raises questions
Some financial advisors feel that Equisoft/connect's cost is high relative to the daily use they get from it. The lack of advanced automation and AI built into the CRM reinforces that sentiment.
Your advantages
What you gain by switching to Laylah
- Operational simplicity
An intuitive and modern experience. The ABF is natively integrated and pre-populated with data already present in the platform: no more double entry. Financial advisors and their assistants adapt quickly thanks to a simple interface and a gentle learning curve.
- Fast, assisted migration
Data import is handled by our internal team, in 24h to 5 days. A structured transition, without prolonged impact on your productivity.
- Total independence
Laylah is a fully independent CRM. Your data follows you regardless of your career path. The platform auto-syncs 25+ Canadian feeds and includes a built-in secure client portal.
- Natural scalability
Laylah grows with you, from solo advisor to large firm, without ever needing to switch CRM again.
- Clear, all-in-one pricing
One subscription replaces multiple tools (FNA, CRM, document management, secure emails, client portal, compliance). No modules to add, no hidden costs.
- Built by listening to advisors
Platform updates are driven by what financial advisors need in the field, not by corporate priorities. Your feedback shapes the roadmap.
Side-by-side comparison
- Interface
Equisoft/connect
Dense interface, high number of clicks
Laylah
Modern, intuitive, designed for daily use
- Data import delay
Equisoft/connect
Several weeks
Laylah
24h to 5 days (dedicated internal team)
- FNA
Equisoft/connect
Integrated
Laylah
Integrated and automatically pre-filled
- Client portal
Equisoft/connect
Included with Equisoft/Plan
Laylah
Natively integrated into the platform
- Source synchronization
Equisoft/connect
Via gateways, partial coverage
Laylah
25+ Canadian sources
- Compliance
Equisoft/connect
Audit trail
Laylah
Timestamped traceability of every action
- Pricing
Equisoft/connect
By module, cost varies by dealer or MGA
Laylah
All-in-one, transparent pricing
- Support
Equisoft/connect
French-language support
Laylah
Bilingual internal team, personalized support
- Scalability
Equisoft/connect
Suited for large networks
Laylah
From solo to large firm, without switching CRM
How migration from Equisoft works
Everything you need to know before switching CRM, in one practical guide.
Free migration guide
A step-by-step checklist covering data export, carrier reconnection, team onboarding, and timeline planning.
FAQ About Migrating from Equisoft
Ready to simplify your transition?
Most advisors are operational in under 24 hours. Our team supports you at every step, because we know switching systems is stressful.
Assisted migration, free of charge. No commitment.