Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future.
Each time you create a document for a client, you can templatize it and save it for future use with other clients. Whether this is for emails, year-end reports, or a needs analysis, save yourself time and reduce duplicate work with unlimited storage and document templates.
Plus your documents can bring in any data stored in the CRM for even faster and more automated document creation.
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
