PEAK and Equisoft
PEAK is partnering with Equisoft to provide advisors with access to our industry’s leading software solutions.
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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!
$91.00/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.
$29.00/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 $49 per month for an Equisoft/plan license.
Peak Securities Pricing – 80.83$
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.
Advisor Productivity
Advisor Productivity
Advisor Productivity