Equisoft/plan Delivers Everything You Need in a Financial Planning Tool

• Affordable pricing
• White labelling features available for enterprise licenses
• Used by tens of thousands of independent advisors
• Available in a simplified
• Express version that works online and offline

Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance
Right Time, Right Place Client Info Capture
An intuitive user experience guides collection of assets, liabilities, income, and expenses in one place.

Precise Financial Needs Analysis
Retirement and insurance needs projections help you cover every possible variable.

Automated Recommendations From Within the System
Accept, reject or modify platform generated recommendations to save time and effort.

An All-In-One Platform That Helps You Stay Compliant
Fast, Automatic, Sharing of Financial Plans
Share plans with a compliance officer or sales manager for review and approval.

Detailed Plan Audit Trails
Clear change records will ensure every change made to a plan is well documented.

Anytime Access to PDF Report Archives
Easily retrieve archived reports or automate archiving of Equisoft/plan into Equisoft/connect.

Integrate With Equisoft/connect For More Efficiency
Equisoft/plan seamlessly integrates with our advisor CRM software solution, Equisoft/connect. With Equisoft/connect, customer profile data never has to be re-entered, saving you time and reducing the chance of data entry errors.