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.
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Plan is ideal for large enterprise use: