Equisoft/plan

Equisoft/plan

Equisoft
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
+
+

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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

Advisors wanting a platform that combines client and market data to deliver holistic and actionable insights

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

LSEG Data & Analytics
United Kingdom
www.lseg.com/en/data-analytics/products/thomson-one-wealth-solutions

Alternatives

Alternatives

FactSet

FactSet

FactSet Research Systems
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
Aladdin Wealth

Aladdin Wealth

BlackRock

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim Thomson ONE Wealth and update features and information
Claim Thomson ONE Wealth and update features and information