Designed Wealth Management (“Designed”) 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 qualify for preferential pricing.
A CRM designed for financial advisors. Equisoft/connect centralizes insurance, investments, and client profiles in one place, allowing you to focus on what matters most: your clients.
The tool that simplifies your financial planning. Equisoft/plan streamlines your analysis, automates the creation of plans, and optimizes your recommendations to strengthen your clients' confidence.
The tool that transforms your investment analysis into competitive advantage. Equisoft/analyze accelerates sales through in-depth analysis and guided investment product positioning process.
Simplified search and comparison of life insurance. Quickly find the best life insurance offers for your clients through a comprehensive database and powerful comparison tools.
Contact our team to discover the perfect solution for your organization and benefit from preferred pricing.