Equisoft/plan Description

Our comprehensive financial planning software, designed with compliance in mind, empowers you to analyze your clients' existing circumstances thoroughly and formulate reliable strategies for their future. The user-friendly interface streamlines the gathering of information regarding assets, liabilities, income, and expenses into a single location. Projections for retirement and insurance requirements assist you in addressing all conceivable factors. You have the flexibility to accept, reject, or modify the recommendations generated by the platform, helping you optimize your time and resources. By utilizing either regularly updated or tailored assumptions, you can ensure alignment with your firm's guidelines. Additionally, our customizable report templates allow you to directly address your client’s unique needs, enabling the inclusion of intricate, personalized content in each section of the report for enhanced relevance and engagement. This personalized touch not only strengthens client relationships but also enhances the overall quality of financial advice provided.

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Company Details

Company:
Equisoft
Year Founded:
1994
Headquarters:
Canada
Website:
www.equisoft.com/products/wealth-planning-plan

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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

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