Audience
Companies wanting a platform to build a comprehensive financial portrait of their client
About Equisoft/plan
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future. An intuitive user experience guides the collection of assets, liabilities, income, and expenses in one place. Retirement and insurance needs projections help you cover every possible variable. Accept, reject or modify platform-generated recommendations to save time and effort. Use the regularly updated or customized assumptions to align with your firm's policies. Our report templates can be customized to speak directly to your client’s needs. Add detailed, personalized content to every section of the report.
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Integrations
No integrations listed.
Company Information
Equisoft
Founded: 1994
Canada
www.equisoft.com/products/wealth-planning-plan
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
