Audience
Companies wanting a platform to build a comprehensive financial portrait of their client
About Equisoft/plan
Our holistic, compliant financial planning software helps you make in-depth interpretations of your customer’s current situation, and credible plans for their future. An intuitive user experience guides the collection of assets, liabilities, income, and expenses in one place. Retirement and insurance needs projections help you cover every possible variable. Accept, reject or modify platform-generated recommendations to save time and effort. Use the regularly updated or customized assumptions to align with your firm's policies. Our report templates can be customized to speak directly to your client’s needs. Add detailed, personalized content to every section of the report.
Other Popular Alternatives & Related Software
FundCount
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
Learn more
Allvue
Allvue Systems delivers AI-powered software for alternative investment managers, empowering private capital firms to manage the full fund lifecycle efficiently. Its integrated platform supports fund accounting, portfolio monitoring, investor management, and reporting through intelligent automation. With the Allvue Agentic AI Platform, private equity, venture capital, private credit, and CLO managers can streamline workflows, reduce risk, and make data-driven decisions faster. Built for scalability, Allvue’s cloud-based technology adapts as firms grow, ensuring continuous innovation without disruptive implementations. The platform’s seamless integrations and strong partner ecosystem extend functionality across multiple asset classes and investment structures. Trusted by over 500 clients managing $8.5 trillion+ in assets, Allvue helps firms transform operations, enhance transparency, and unlock smarter growth.
Learn more
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.
Learn more
WealthTrace
Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.
Learn more
Integrations
No integrations listed.
Company Information
Equisoft
Founded: 1994
Canada
www.equisoft.com/products/wealth-planning-plan
Videos and Screen Captures
Other Useful Business Software
Try Google Cloud Risk-Free With $300 in Credit
Use your credit across every product. Compute, storage, AI, analytics. When it runs out, 20+ products stay free. You only pay when you choose to.
Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
