equisoft / plan
by Equisoft · Wealth and investment platforms · Montreal, Canada
Financial planning application for advisors.
What equisoft / plan does
- Financial planning
- Financial needs analysis
What equisoft / plan is used for
- Client financial planning
- Needs analysis
Who equisoft / plan is for
- Advisors
About Equisoft
AI-powered policy administration, agency management, and advisor tools for insurers and distributors.
Equisoft in the vendor registry: its products, features and similar vendors.
Also by Equisoft
- equisoft / manage: AI-powered policy administration system for any PAS modernization.
- equisoft / centralize: Agency management system for distributors to manage insurance and segregated funds with automated compliance.
- equisoft / connect: CRM software designed for financial advisors to manage client relationships and automate sales tasks.
- equisoft / illustrate: Advanced quotes and illustrations tool for insurance products.
- equisoft / sync: Client and agent portal for insurance and investment management.
- equisoft / analyze: Investment analysis and sales enablement tool for advisors.
More in this category: Wealth management and investment platforms.
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