Equisoft/plan

Equisoft/plan

Equisoft
SIMON

SIMON

SIMON Markets
+
+

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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

Digital wealth management experience solution for companies

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

SIMON Markets
Founded: 2018
United States
www.simon.io/solutions/

Alternatives

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
MoneyGuidePro

MoneyGuidePro

MoneyGuide
enVisual360

enVisual360

enSynergy Professional Services
Aladdin Wealth

Aladdin Wealth

BlackRock

Categories

Categories

Integrations

Regal

Integrations

Regal
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim SIMON and update features and information
Claim SIMON and update features and information