LifePlan

LifePlan helps you conduct financial analyses for both retirement planning and protection needs. The platform offers a range of features designed to support advisors in their practice and enhance client understanding.

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Equisoft/connect client data import gateway

The Equisoft/connect gateway allows importing clients from the Equisoft/connect CRM into our financial analysis system, LIFEPlan, including data updates (basic client information, investments by plan type, and insurance portfolio).

A system designed to optimize the client/advisor relationship.

Their system offers a range of features designed to assist the advisor in his practice and promote client understanding.In addition, LIFEPlan provides you with 4 distinct financial analyses:

LIFEPlan, the overall financial plan;

  • LIFEPlan, the overall financial plan;
  • the financial needs analysis (FNA);
  • the business needs analysis (BNA), which accurately determines the needs of shareholders and key employees in life and critical illness insurance;
  • and, not to mention, the investment needs analysis (INA), which allows you to create an agreement on the client's risk tolerance for each plan in their portfolio.