Equisoft/plan

Equisoft/plan

Equisoft
iPM Portal

iPM Portal

INDATA AI
+
+

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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

Investment professionals seeking a solution to manage performance analytics, contact information for portfolios, accounts and composites

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

INDATA AI
United Kingdom
www.indataipm.com/portfolio-management-software/

Alternatives

Alternatives

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MoneyGuidePro

MoneyGuidePro

MoneyGuide
Axys

Axys

SS&C Advent
Aladdin Wealth

Aladdin Wealth

BlackRock

Categories

Categories

Integrations

Microsoft Outlook

Integrations

Microsoft Outlook
Claim Equisoft/plan and update features and information
Claim Equisoft/plan and update features and information
Claim iPM Portal and update features and information
Claim iPM Portal and update features and information