Advocis, the largest voluntary professional membership association of financial advisors in Canada, and Equisoft are partnering to provide advisors the software tools they need to succeed.
Equisoft offers several solutions for advisors.
Compliant financial planning software helps advisors make in-depth financial needs analysis of their customer’s current and future needs.
The most comprehensive asset allocation tool for advisors. Easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.