Equisoft is partnered with PPI to offer their advisors another high quality choice in software. Through this partnership PPI advisors are entitled to a substantial discount off our suite of software tools.
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 PPI advisors:
$84/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 PPI advisors:
$35/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 PPI advisors:
$60/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 PPI advisors:
$350/year
Guide clients with informed advice and investment product suitability, without compromising on compliance.
Special price for active PPI advisors:
$50/month