Right time, right place client info capture
An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place.
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.
An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place.
Retirement and insurance needs projections help you cover every possible variable.
Accept, reject or modify platform generated recommendations to save time and effort.
Share plans with a compliance officer or sales manager for review and approval.
Clear change records will ensure every change made to a plan is well documented.
Easily retrieve archived reports or automate archiving of Equisoft/plan into Equisoft/connect.
Equisoft/plan seamlessly integrates with our advisor CRM software solution, Equisoft/connect.
With Equisoft/connect, customer profile data never has to be re-entered, saving you time and reducing the chance of data entry errors.
If you work with an MGA, BGA, or MFDA, we can pull your data directly
