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
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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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.
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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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WealthTrace
Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.
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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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