Equisoft/plan
This financial planning software empowers users to analyze clients' financial situations and craft tailored strategies for their future. With an intuitive interface, it consolidates assets, liabilities, and income while projecting retirement and insurance needs. Users can customize reports to align with firm policies, ensuring precision and compliance throughout the planning process.
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Top Equisoft/plan Features
- Holistic financial planning
- Intuitive user experience
- Comprehensive asset collection
- Customized retirement projections
- Insurance needs forecasting
- Modifiable platform recommendations
- Personalized report content
- Regularly updated assumptions
- Compliance-focused reporting
- Seamless CRM integration
- Automated data archiving
- Clear change documentation
- Archived report retrieval
- Customizable report templates
- Client needs alignment
- Asset and liability insights
- Multi-variable financial analysis
- Efficient data management
- Distribution optimization tools
- Advisor-centric interface
