Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.
An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place.
Retirement and insurance needs projections help you cover every possible variable.
Accept, reject or modify platform generated recommendations to save time and effort.
Add detailed, personalized content to every section of the report.
Use the regularly updated or customized assumptions to align with your firm's policies.
Our report templates can be customized to speak directly to your client’s needs.
Share plans with a compliance officer or sales manager for review and approval.
Clear change records will ensure every change made to a plan is well documented.
Easily retrieve archived reports or automate archiving of Equisoft/plan into Equisoft/connect.
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.
Vice President, Insurance Distribution Solutions
As our insurance distribution Vice President, Charles is dedicated to developing new markets by illustrating how technology can be used to solve some of the biggest challenges the insurance distribution space is facing.See more insights from Charles