Equisoft/plan is a feature-rich and compliant financial planning software helps you make in-depth interpretations of your customer’s current financial situation, and credible plans for their future.
Save time and effort with platform generated financial planning recommendations. Accept, reject or modify suggestions and address unique client needs with personalized adjustments and detailed notes.
Meet customer needs with bespoke reports that communicate complex concepts with easy-to-understand infographics. Our report templates can be customized to speak directly to your brand and client’s needs.
An intuitive user experience guides collection of financial information all in one place. Create and compare financial plans and what-if scenarios quickly and efficiently.
Enhance performance with automatic alerts & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports.
Pick up where you left off with easy access to Equisoft/plan online & on any device. Easily access your clients information from multiple sources in one place with Equisoft/connect.
Calculators for retirement and insurance needs projections help you cover every possible variable.
Calculate scenarios across the full spectrum of financial, investment, retirement, tax, insurance, estate and education planning.
Fast, Automatic, Sharing of Financial Plans
Share plans with a compliance officer or sales manager for review and approval.
Detailed Plan Audit Trails
Clear change records will ensure every change made to a plan is well documented.
Ensure Compliance With Industry Approved Calculation Assumptions
Use the regularly updated or customized assumptions to align with your firm's policies.
Equisoft/plan seamlessly integrates with our financial advisor CRM software solution, Equisoft/connect.
Seamlessly pull client data from our vast gateway network of back-offices. Get up-to-date insurance & investment portfolios with source data connections.
Get started right now with your monthly subscription:
Plan is ideal for large enterprise use:
Advisor Productivity
Advisor Productivity
Advisor Productivity