Equisoft/plan

Equisoft/plan

Equisoft
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a powerful portfolio accounting and reporting solution

Audience

Companies wanting a platform to build a comprehensive financial portrait of their client

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

SS&C Advent
Founded: 1983
United States
www.advent.com/solutions/advent-portfolio-exchange/

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/wealth-planning-plan

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
MoneyGuidePro

MoneyGuidePro

MoneyGuide
PackHedge™

PackHedge™

FinLab Solutions SA
Aladdin Wealth

Aladdin Wealth

BlackRock

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Advent Portfolio Exchange and update features and information
Claim Advent Portfolio Exchange and update features and information
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information