As a Equity Associates Advisor You Qualify For Preferred Pricing!
Powerful CRM software designed to help advisors spend less time maintaining data, and more time engaging customers.
With our gateway network of back-offices all your client data is in one place.
Compliant financial planning software helps advisors make in-depth financial needs analysis of their customer’s current and future needs.
*The preferred pricing is only applicable if it is purchased as an add-on to Equisoft/connect. Otherwise the client must pay full pricing of $52 per month for an Equisoft/plan license.
The most comprehensive asset allocation tool for advisors. Easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.
*The preferred pricing is only applicable if it is purchased as an add-on to Equisoft/connect. Otherwise the client must pay full pricing of $93 per month for an Equisoft/analyze for advisors license.
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Financial Needs Analysis