Equisoft/plan

Equisoft/plan

Equisoft
MoneyGuidePro

MoneyGuidePro

MoneyGuide
+
+

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

Audience

Companies and advisors wanting a solution to manage and customize their planning services

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

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

Company Information

MoneyGuide
United States
www.moneyguidepro.com/ifa/Home/MoneyGuidePro#product-pro

Alternatives

Alternatives

Moneytree

Moneytree

Moneytree Software
Moneytree

Moneytree

Moneytree Software
eMoney

eMoney

eMoney Advisor
MoneyGuidePro

MoneyGuidePro

MoneyGuide
SIMON

SIMON

SIMON Markets
Aladdin Wealth

Aladdin Wealth

BlackRock
PriceMetrix

PriceMetrix

McKinsey & Company

Categories

Categories

Integrations

Addepar
Altruist
Asset-Map
Black Diamond Wealth Platform
CircleBlack
Covr
Envestnet Analytics
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
Morningstar
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
TD Ameritrade
Wealthbox
eMoney

Integrations

Addepar
Altruist
Asset-Map
Black Diamond Wealth Platform
CircleBlack
Covr
Envestnet Analytics
Envestnet | Yodlee
FIS Hedge Fund Portfolio Manager
Morningstar
Morningstar Advisor Workstation
NetX360
Practifi
PreciseFP
ProTracker Advantage
Redtail CRM
Riskalyze
TD Ameritrade
Wealthbox
eMoney
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim MoneyGuidePro and update features and information
Claim MoneyGuidePro and update features and information