PEAK and Equisoft
PEAK is partnering with Equisoft to provide advisors with access to our industry’s leading software solutions.
PEAK is partnering with Equisoft to provide advisors with access to our industry’s leading software solutions.
As a PEAK Advisor You Qualify For Preferred Pricing!
$96.00/month
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.
$30.00/month*
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 $52 per month for an Equisoft/plan license.
Peak Securities Pricing – 80.83$
Peak Investment Pricing – 58.33$
Our all-in-one platform increases financial advisor productivity, optimizes operational efficiency, and enhances the investor experience.
Explore Equisoft Insights for insurance advisor ideas, solutions, and inspiration.
Financial Needs Analysis
Advisor Productivity
Advisor Productivity