Equisoft/plan 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.
Equisoft/plan Alternatives
Runn
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities.
Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans.
Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed.
Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress.
Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.
Learn more
NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.
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Moneytree
Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.
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Integrations
No Integrations at this time
Company Details
Company:
Equisoft
Year Founded:
1994
Headquarters:
Canada
Website:
www.equisoft.com/products/wealth-planning-plan
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Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
Equisoft/plan Features and Options
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