Equisoft/plan

Equisoft/plan is a comprehensive financial planning software designed for financial advisors. It offers an intuitive user interface and enables detailed analysis of customers' financial needs. The software offers features such as capturing assets, liabilities, income and expenses at one place, pension and insurance needs forecasts as well as automated recommendations within the system. It enables users to add detailed, personalized content to each section of the report and to regularly update or adjust the assumptions to align with company policies. Equisoft/plan also provides seamless integration with the CRM software solution Equisoft/connect, thereby avoiding duplicate data entries. The pricing is flexible, with licenses starting at 51.00 CAD per month and volume discounts for businesses.