Simple, compliant and mobile

Discover Equisoft/plan, your complete financial and insurance needs analysis tool!

Kronos

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.

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FNA

Analysis at your fingertips

Be compliant

Be compliant

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 reports

Produce professional-looking reports, with tables and charts, by selecting which analyses you would like to include.

Complete coverage of financial needs

Complete coverage of financial needs

Get an overview of your clients' financial needs in a glance.

Save time by avoiding double data entry

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.

Icon Client access

Client access

Give your clients access so that they can update their profiles and save you time

Icon Record of the changes

Record of the changes

Compare the old reports to the new ones in order to target changes

Icon Life analysis

Life analysis

Analyze liquidity upon a death and maintain revenue

Icon Retirement analysis

Retirement analysis

Determine the objectives concerning retirement

Icon Critical illness analysis

Critical illness analysis

Determine the amounts necessary in case of critical illness

Icon Disability analysis

Disability analysis

Evaluate the monthly lack to be made up in case of a disability

Icon Debt analysis

Debt analysis

Calculate the savings accumulated following debt consolidation

Icon Data collection form

Data collection form

Print the data collection form with the information contained in Equisoft/plan

10k

More than 10,000 satisfied users across Canada!

"Equisoft/plan's reports are simple and easy to understand."

Jean

Montréal, QC

"I save a lot of time with client access."

Jeanne

Toronto, ON

"Equisoft/plan works perfectly with Equisoft/connect."

Patrick

Sherbrooke, QC

$29+ tx

Per user
Per month

Begin your free trial

  • Two week free trial
  • Customized personal reports
  • Compliance ensured

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