As a IDC Worldsource 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.
The most comprehensive asset allocation tool for advisors. Easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.
Explore Equisoft Insights for insurance advisor ideas, solutions, and inspiration.
Financial Needs Analysis