My Financial Benchmark
Are your clients curious about how their financial situation compares to their peers?
Are your clients curious about how their financial situation compares to their peers?
Equisoft's My Financial Benchmark allows users to compare their financial situation to that of their peers. This is a great tool for advisors to use when opening up a conversation with prospective clients.
Quickly show client's the cost to payback a loan over time. As well as see loan payback on a year over year graph.
What impact will postponing your investment have? Find out with this tool.
How much of your RRSP contribution will you get back on your tax return?
How will inflation impact your retirement. Find out with this simple calculator.
What is the value of a human life (in insurance terms)? Do you have enough life insurance coverage?