--- 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) ![Francois L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Francois L.") FL Francois L. Représentant en investissement Services d’investissement Quadrus ltee Small-Business (50 or fewer emp.) 2/2/2023 "I have been using Equisoft/Connect since the very beginning of Kronos." 4/5 What do you like best about Equisoft/plan? Equisoft/connect, it's a dream for an advisor! I've been using this cloud software since 2008 and I couldn't do without it anymore. My mobility has increased by 100%, my free time by 30%, my income by 25%, and my portfolio by 20%! Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? I am an independent advisor, and I am missing complete, reliable, and up-to-date data from my clients with various insurers... without overwriting or duplication. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Equisoft/Plan prevents me from going crazy in the tide of data, notes, documents, and forms! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated IW Ian W. Financial Advisor and Planner 11/19/2021 "A hands-on user's perspective" 3.5/5 What do you like best about Equisoft/plan? input is relatively easy and logical. could do with more asset detail. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? output is clucnky - too much info and no way to edit/add text Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? taxation and retirement planning for the most part. Some life insurance planning Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## 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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