Equisoft/plan is a market-leading SaaS solution for investment and insurance advisors dedicated in completing a strong financial plan for their clients. It assists the financial advisor with the data collection and the analysis of the client's current financial situation. The solution is integrated with Equisoft/connect and has also been integrated with Equisoft/illustrate for a corporate client. The process for the advisor is straightforward and easy to follow. Many quality of life options are offered to assist the advisor with data entry, compliance in order to provide a custom financial plan for his client : Financial objectives, Recommendations with rich text formatting, Notes section, Plan status and filtering, Record of changes, Ability to share/transfer with another user, custom PDF report (content and order), offline PDF data collection form, client access, help center with articles and training videos, easy to reach customer support.

Our value added features helps the advisor create a stronger relationship with his client through an in-depth analysis of his current situation and details action plan for his financial future.