---
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
**Vendor:** Equisoft Inc.  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 12
## About Equisoft/plan
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.




## Equisoft/plan Reviews
  ### 1. Needs work in assets area

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2021

**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?

**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.

**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.


## Equisoft/plan Discussions
  - [What is Equisoft/plan used for?](https://www.g2.com/discussions/what-is-equisoft-plan-used-for)

- [View Equisoft/plan pricing details and edition comparison](https://www.g2.com/products/equisoft-plan/reviews?filters%5Bnps_score%5D%5B%5D=3&section=pricing&secure%5Bexpires_at%5D=2026-08-12+21%3A15%3A05+-0500&secure%5Bsession_id%5D=9aeca130-a0da-40db-90dd-6a6f8826f2c9&secure%5Btoken%5D=b9af3f10c7c7aa3022c0d0742000a7eefc502028edfa08f878d9c30daa09ca37&format=llm_user)

## Equisoft/plan Features
**Platform Additional Functionality**
- Dashboard
- Cloud

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top Equisoft/plan Alternatives
  - [Koyfin](https://www.g2.com/products/koyfin/reviews) - 4.8/5.0 (132 reviews)
  - [Asset-Map](https://www.g2.com/products/asset-map/reviews) - 4.8/5.0 (129 reviews)
  - [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) - 4.4/5.0 (79 reviews)