Equisoft/Plan

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Overview

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.

Key Features

In-depth and precise analysis

  • Helps advisors adhere to compliance requirements when selling insurance products.

Advanced cashflow Retirement analysis, Life insurance needs analysis, Disability insurance needs analysis, Critical illness insurance needs analysis, Debt analysis, Emergency fund, Value of life, Detailed budget

  • The depth and precision of the analysis helps build advisor credibility.

Product integration (e.g. Equisoft/connect to /Plan) - Some partners have also integrated the solution in the advisor's workflow (Desjardins with Equisoft/illustrate and Investia with Univeris).

  • A financial plan can be achieved quickly and accurately = saves advisors' time and reduces data entry errors.

Compliance friendly - Above compliance requirements for advisors in the province of Quebec, the benchmark for compliance regulations. Financial objectives module, Recommendations module with Rich text formatting, Record of changes, always available note section, Plan status (completed, in progress, expired) with filtering, Ability to share a plan to a firm compliance officer, built-in report archiving (soon).

  • Helps advisors adhere to compliance requirements when selling insurance products.

Data collection form - Custom editable PDF that give the advisor the ability of updating a client's situation without the need for a computer or if he wish to work directly in the PDF if a WiFi / cell phone connection is not available.

  • Allows advisors to work offline = ability to service clients in rural areas and to have a more personal interaction with clients (some clients view technology like a laptop as a barrier between advisor and client).

Detailed and flexible report - Professional report, ability to customize the report's content (simple/detailed) and reorder pages

  • Advisors can design a report that best matches their presentation style and client needs = more effective reports leading to greater sales.

Key Benefits

Strongreputation

  • Used by thousands of independent advisors
  • Endorsed by Desjardins, IA, NBIF and many MGA partners + a well established educational organisation (Cégep Ste-Foy). Many integrations including Equisoft/connect, Univeris, Desjardins Illustration app., Financial calculators, IQPF/FPC.

Lowcost of ownership

  • Monthly subscription
  • Reduced pricing offered through partnerships / corporate contracts.

Polished

  • ̶User Experience / Interface (Can also be customized to the client’s specific needs)
  • Many features that contribute to the quality of life of the advisor
  • Professionnal report and data collection form
  • Integration with Equisoft/connect, Univeris and DSF illustration app.

Complete financial planning

  • ̶Goals, Insurances, Retirement, Debts, Budget, Recommandations

Product/Service details