APCSF, the Professional Association of Financial Services, and Equisoft are partnering to provide advisors the software tools they need to succeed. All members of the Professional Association of Financial Services benefit from preferred pricing with membership
Equisoft offers several solutions for advisors.
A powerful CRM software designed to help advisors spend less time maintaining data, and more time engaging customers.
With our gateway network of back-offices all your client data is in one place.
Special price for active APCSF members:
$78/month
Compliant financial planning software helps advisors make in-depth financial needs analysis of their customer’s current and future needs.
Special price for active APCSF members:
$30/month
The most comprehensive asset allocation tool for advisors. Easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.
Special price for active APCSF members:
$51/month
Lifeguide makes selling insurance a snap with instant multi-carrier quoting so you can tell your clients the exact cost of life insurance on the spot.
Special price for active APCSF members:
$350/year
Guide clients with informed advice and investment product suitability, without compromising on compliance.
Special price for active APCSF members:
$50/month