Simple, compliant and mobile
Discover Equisoft/plan, your complete financial and insurance needs analysis tool!
Financial Needs Analysis.
Easily uncover sales opportunities with this complete tool for analyzing your prospect or client's insurance and investment needs. Equisoft/plan enables you to help your client understand their risks, and develop a plan to manage them.
Analysis at your fingertips
Equisoft/plan meets compliance requirements. Save a log of the changes made in your client’s FNA. Keep complete and up-to-date files, linked to your FNA, in Equisoft/connect.
Produce professional reports
Produce professional-looking reports, with tables and charts, by selecting which analyses you would like to include.
Complete coverage of financial needs
Get an overview of your clients' financial needs in a glance.
Save time by avoiding double data entry
No need to enter all of the information twice. Your data is integrated directly in Equisoft/plan, via your Back Office or Equisoft/connect.
A high-performing analysis of financial needs
Within the app, find the functionalities that allow you to offer the best client service in full compliance, while using a single application.
Give your clients access so that they can update their profiles and save you time
Record of the changes
Compare the old reports to the new ones in order to target changes
Analyze liquidity upon a death and maintain revenue
Determine the objectives concerning retirement
Critical illness analysis
Determine the amounts necessary in case of critical illness
Evaluate the monthly lack to be made up in case of a disability
Calculate the savings accumulated following debt consolidation
Data collection form
Print the data collection form with the information contained in Equisoft/plan
More than 10,000 satisfied users across Canada!
"Equisoft/plan's reports are simple and easy to understand."
"I save a lot of time with client access."
"Equisoft/plan works perfectly with Equisoft/connect."
Begin your free trial
- Two week free trial
- Customized personal reports
- Compliance ensured
Learn more about Equisoft/plan
Tricks of the trade
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