Financial Horizons Group and Excel Private Wealth are partnering with Equisoft to provide advisors with access to our industry’s leading software solutions.
As a Financial Horizons Group and Excel Private Wealth Advisor You Qualify For Preferred Pricing!
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.
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Financial Needs Analysis