Customplan Financial Advisors is partnering with Equisoft to provide advisors with access to our industry’s leading software solutions. As a result of this partnership advisors will have simplified access to their data and may qualify for preferential pricing.
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.