Equisoft/plan Reviews and Ratings

Time-saving solution: Users have found Equisoft/plan to be a time-saving solution, allowing them to store all essential client data in one place. Several reviewers have appreciated how easy it is to organize their work with the software's retirement analysis feature and customizable dashboard.

Easy-to-use CRM: Reviewers have praised the CRM's ease of use and completeness. They appreciate how simple it is to input client data, including notes and copies of emails sent and received, making follow-ups with clients much easier. Additionally, some users find that the software's organization features make back-office work more manageable.

Helpful planning software: Many users find Equisoft/plan’s retirement analysis feature useful in making informed decisions for their clients. The flow of the planning software was described as logical by one reviewer who enjoyed using it. However, some users felt that more asset detail would improve its ability to help with client analysis.