Scale your business with the toolset chosen by over 20,000 leading financial advisors

Equisoft provides financial advisors with the full suite of tools needed to grow their book of business and simplify their practice
  • Equisoft/connect

    The CRM built for financial advisors.
  • Equisoft/plan

    Provide comprehensive financial plans.
  • Equisoft/analyze for advisor

    Asset allocation
  • Fund Compare

  • LIfeGuide