--- title: Equisoft/plan Reviews meta\_title: 'Equisoft/plan Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 12 reviews by the users' company size, role or industry to find out how Equisoft/plan works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 12 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Equisoft/plan Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Equisoft/plan but has limited features. Are you part of the Equisoft/plan team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits. * * * Seller [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc) Discussions [Equisoft/plan Community](https://www.g2.com/products/equisoft-plan/discuss) Overview by Vikas Kalra Show More ## Top-Rated Alternatives [ ![Koyfin](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Koyfin") Koyfin 4.8/5(132) ](https://www.g2.com/products/koyfin/reviews) [ ![Asset-Map](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asset-Map") Asset-Map 4.8/5(129) ](https://www.g2.com/products/asset-map/reviews) [ ![Spreadsheet Server by insightsoftware](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Spreadsheet Server by insightsoftware") Spreadsheet Server by insightsoftware 4.4/5(81) ](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) [ View All Alternatives ](https://www.g2.com/products/equisoft-plan/competitors/alternatives) ## User Insights Average based on 12 real user reviews. [Log in to unlock pricing and user insights](/login) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF Verified User in Financial Services Mid-Market (51-1000 emp.) 11/23/2021 "Needs work in assets area" 3/5 What do you like best about Equisoft/plan? How easy it is to use. I enjoy the flow of the planning software. Why min and max characters in this box? Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? There is a need to have a better insurance section and assets. My clients have investment properties, this is not as easy to imput. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Clients want to see a plan, and this is an excellent plan to show them. More options should be available for printing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about Equisoft/plan? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Equisoft/plan ](https://www.g2.com/products/equisoft-plan/discussions/new) GU Guest User What is Equisoft/plan used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-equisoft-plan-used-for) [ View all Discussions ](https://www.g2.com/products/equisoft-plan/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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