Equisoft/plan

Equisoft/plan

Equisoft
eMoney

eMoney

eMoney Advisor
+
+

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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

Financial advisors that need a CRM solution to improve and manage all their operations

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

eMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com

Alternatives

Alternatives

MoneyGuidePro

MoneyGuidePro

MoneyGuide
MoneyGuidePro

MoneyGuidePro

MoneyGuide
Summit AdvisorOS

Summit AdvisorOS

Summit Wealth
Aladdin Wealth

Aladdin Wealth

BlackRock
PriceMetrix

PriceMetrix

McKinsey & Company

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

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Plus & Minus
Tres Finance

Integrations

CoinTracker
MoneyGuidePro
Morningstar Advisor Workstation
Plus & Minus
Tres Finance
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim eMoney and update features and information
Claim eMoney and update features and information