financial_planning_solution_software

The Ultimate Edge for Competitive, Compliant Financial Planning

Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.

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Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.

Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance

Plan right time right place

Right Time, Right Place Client Info Capture

An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place.

Plan financial needs analysis

Precise Financial Needs Analysis

Retirement and insurance needs projections help you cover every possible variable.

Plan automated recommendations

Automated Recommendations From Within the System

Accept, reject or modify platform generated recommendations to save time and effort.

20 Questions That Are Redefining the Advisor and Client Interview

Deliver Compliant, Professional Reports Tailored to Each Client's Needs

An All-In-One Platform That Helps You Stay Compliant

Plan Plan EN 2 1 Share Modal

Fast, Automatic, Sharing of Financial Plans

Share plans with a compliance officer or sales manager for review and approval.

Plan detailed audit plan

Detailed Plan Audit Trails

Clear change records will ensure every change made to a plan is well documented.

Plan access reports anytime

Anytime Access to PDF Report Archives

Easily retrieve archived reports or automate archiving of Equisoft/plan into Equisoft/connect.

Plan integrations for efficiency

Integrate With Equisoft/connect For More Efficiency

Equisoft/plan seamlessly integrates with our advisor CRM software solution, Equisoft/connect.

With Equisoft/connect, customer profile data never has to be re-entered, saving you time and reducing the chance of data entry errors.

Equisoft/plan Delivers Everything You Need in a Financial Planning Tool

  • Affordable pricing
  • White labelling features available for enterprise licenses
  • Used by tens of thousands of independent advisors
  • Available in a simplified Express version that works online and offline
Still not convinced? Let's connect
In my 30 years in this industry, I searched for a comprehensive software that would allow me to best serve my clients. The tool offered by Equisoft is very comprehensive, once you know how to fully utilize all the capabilities it is second to none

WhiteHaven Securities

Join the Thousands of Advisors That Benefit from Equisoft/Plan

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Jonathan Georges

Vice-President, Wealth Management Solutions

Jonathan is a wealth management expert known for implementing digital solutions that increase both efficiency and assets under management.

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Dramatically Deepen Client Relationships. How One Advisor Did It

Read the case study to get:

  • Details of how she doubled the number of products sold to each client
  • Practical tips on boosting your efficiency and profit
  • Guidance on dramatically increasing the value of your book of business
EQUISOFT Case Study How One Advisor Dramatically Deepened Client Relationships

Simple Pricing, Intuitive and Effective Financial Planning With Equisoft/plan

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