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.
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.
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.