Comprehensive financial needs analysis
- Retirement Analysis
- Education Saving (new!)
- Life insurance needs
- Disability Insurance
- Critical illness
- Budgeting
- Debt
- Emergency funds
- Human life value
Equisoft/plan streamlines your analysis, automates personalized plan creation, and delivers optimized recommendations that build lasting client trust.
Equisoft/plan uses a cash flow approach that accounts for the variability of income, expenses, and tax implications over time. Deliver dynamic recommendations that adapt to real-life changes.
Equisoft/plan is specifically designed to meet Financial Needs Analysis (FNA) requirements. With integrated audit trails, automated report archiving, and the use of projection assumption standards from the Institute of Financial Planning (IFP), you meet regulatory requirements with less administrative effort.
Gone are the days of complex tools that lose your clients along the way. Equisoft/plan offers the perfect balance between advanced features and ease of use. Quickly generate personalized plans without navigating unnecessary complexity, for clear presentations that your clients understand.
Experience true workflow efficiency as client information flows automatically between Equisoft/plan and your Equisoft/connect CRM. Say goodbye to duplicate data entry and costly transcription errors with our unmatched market connectivity.
Patrick B.
The perfect solution for independent advisors who want to centralize their client data and automate their administrative processes.
Preferential rates for our strategic partners. Visit our partners page for more information!
Regardless of your team size, we offer competitive rates tailored to your needs. Contact us for more information!
Experience how our intuitive platform streamlines your planning process, saves you hours each week, and helps you deliver more impactful financial advice that strengthens client trust.