financial_planning_solution_software

Powerful, Easy-to-Use Financial Planning Software for Advisors

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.

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Used by Independent Advisors & Organizations That Demand the Best

IA Financial Group
Desjardins Financial Security logo
SSQ
National Bank Insurance 2021

Everything You Need For Financial Planning

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Create Professional Reports

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.

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Boost Productivity

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.

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Grow Your Sales

Enhance performance with automatic alerts & upsell opportunity alerts. Continuously monitor results through easy to produce activity and executive reports.

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Advise On The Go

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.

Plan financial needs analysis

Precise Financial Needs Analysis

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.

Plan detailed audit plan

An All-In-One Platform That Helps You Stay Compliant

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.

Connect 6 Opportunity Financial Planning Needs Analysis Applications Built In Marked up

Integrate With Equisoft/connect For More Efficiency

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.

Simple Pricing With Enterprise-Level Features for A Fraction of the Cost

Resources for Advisors

Case Study How a Top Adviosr Increased Effiency Grew Sales by 30 with an Advisor Focused CRM

Advisor Productivity

How a Top Advisor Increased Efficiency & Grew Sales by 30% with an Advisor-Focused CRM

See the impact on one advisor when the BGA he worked with implemented Equisoft/connect in their advisor force.
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Ebook The Ultimate Advisor Guide to Supercharging your Practice

Advisor Productivity

The Ultimate Advisor Guide to Supercharging your Practice

Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.
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CRM Connect 2 01

Advisor Productivity

The Best CRM for Financial Advisors: Novarica Market Navigator Report

Carriers and distributors have an opportunity to add value for their advisors by solving their client relationship management challenges. The Novarica Market Navigator CRM report is a comprehensive review of the market intended to help carriers choose the right solution.
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