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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.
Description
During contract drafting, sections can be locked or edited. Each contract/project is a collection of individual "template terms". Some of these terms can be modified to meet the specific requirements of each project (e.g., term, scope, etc.). The other terms are "locked down" or secured to ensure that the organization's governance policies and risk management policies are upheld (for example, indemnity, IPR and insurance). They cannot be modified by the project teams. No more forgetting about updating state and other regulations. Certain documents have complex compliance requirements. Non-compliance can result in fines, revoked licences, and sometimes even criminal liability. Sarbanes Oxley and HIPAA, federal and state regulations, require strict privacy and security guidelines. All sections and clauses in the template library can be assigned review periods. The system will send an automated email notification to their owners whenever the interval expires so they can be re-evaluated.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29/m/u
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/wealth-planning-plan
Vendor Details
Company Name
Remy InfoSource
Founded
2004
Country
Singapore
Website
www.remy-is.com
Product Features
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
