Our advisor solutions help you focus on client needs with a suite of products that automate the more tedious parts of your business so you can focus more on delivering real value.
Easily assess retirement strategies from every angle, including education planning and life insurance needs. Create persuasive investment proposals and wealth plans that make you indispensable to clients.
Equisoft/analyze guides you through the process. Its integrations eliminate time consuming tasks like manual data entry, so you can focus more on your investor’s needs.
Integrate with back-offices, custodians and data aggregation services to auto populate investment account details. Leaving you spending more time with clients, not their data.
Equisoft/connect is an advisor focused CRM specifically designed for the needs of wealth advisors. It understands how your role depends on effectively managing relationships, and is loaded with features designed to optimize your time for it.
Deliver incredibly comprehensive financial portraits of your client’s present situation, with the kind of integrated guidance that makes you more effective at improving their future.
Equisoft/plan is an all-in-on wealth planning solution used by thousands of advisors. It also helps with one of the most time consuming and difficult areas of your business — compliance.
WhiteHaven
Vice President, Wealth Industry Principal
Jonathan is a wealth management expert known for implementing digital solutions that increase both efficiency and assets under management.
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