Equisoft/plan

Equisoft/plan

Equisoft
PriceMetrix

PriceMetrix

McKinsey & Company
+
+

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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

Wealth management advisors and executives

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

$25000.00/month
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

McKinsey & Company
Founded: 1926
United States
www.pricemetrix.com

Alternatives

Alternatives

Summit AdvisorOS

Summit AdvisorOS

Summit Wealth
VestmarkONE

VestmarkONE

Vestmark
MoneyGuidePro

MoneyGuidePro

MoneyGuide
eMoney

eMoney

eMoney Advisor
Aladdin Wealth

Aladdin Wealth

BlackRock
Tower

Tower

TechRules

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Coral

Integrations

Coral
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim PriceMetrix and update features and information
Claim PriceMetrix and update features and information