--- 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) ![Robert-Yves M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert-Yves M.") RM Robert-Yves M. Senior Financial Planning Advisor/Branch Co-Owner Small-Business (50 or fewer emp.) 2/2/2023 "I have been a user of Wealh Element - Analyst for over 20 years" 4.5/5 What do you like best about Equisoft/plan? I have been a user of Analyst - WealthElement for over 20 years in my financial planning practice. It is a great efficient and user-friendly tool. Equisoft has always evolved and improved the product. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? We do have a glitch with date of birth for children (it always moves by one day. The function to reflect corporate accounts could be improved. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? I use WealthElements, not Financial Analytics. It does a great job in organizing client balance sheets and produces long-term retirement projections. Review collected by and hosted on G2.com. Show More 2/10/2023 Validated ReviewerSource: Organic HH helene h. Small-Business (50 or fewer emp.) 3/2/2023 "conviviality" 4.5/5 What do you like best about Equisoft/plan? efficient and user-friendly tool. provides beautiful reports to present to my clients, which is appreciated by my clients. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? If there is a gap, it might be in the support and learning of all the features. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? allows me to perform a good financial analysis and at the same time helps to plan retirement and their withdrawals. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ![Katia L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katia L.") KL Katia L. Représentante de courtier en épargne collective Small-Business (50 or fewer emp.) 2/2/2023 "Excellent, I love it!!" 5/5 What do you like best about Equisoft/plan? Easy, simple, quick. The reports are clear and well illustrated. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? For now, I have nothing negative to say. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Keeping our compliance up to date with Equisolf facilitated our work Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ![Stephen J. H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephen J. H.") SH Stephen J. H. Mutual Fund Representative with Hub Capital Inc. Small-Business (50 or fewer emp.) 6/17/2022 "Equisoft Plan is a great tool for analysing client data and presenting solutions." 4.5/5 What do you like best about Equisoft/plan? You have all of your client data in one place, easy for note-taking and follow-up. The dashboard is customizable and Shows you useful data. I still need to use more modules, but the "plan" software works well and helps with client analysis. Overall for me, I am quite pleased with this CRM and I hope to learn more about its functions. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? It had a bit of a learning curve, it takes practice. I have yet to lear the full functionality. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Keeping my Client Data organized! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic SP Steven P. owner and associate Small-Business (50 or fewer emp.) 7/19/2022 "Equisoft review" 5/5 What do you like best about Equisoft/plan? How I am able to organize myself and work with my assistant Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? I wish the mobile app would show my emails Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? client interaction and communication Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Frederic F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Frederic F.") FF Frederic F. Conseiller en sécurité financière Small-Business (50 or fewer emp.) 7/22/2022 "I'm saving a day per week!" 5/5 What do you like best about Equisoft/plan? I'm saving a LOT of time. Having my agenda, contacts, e-mails, information about assets and commissions all at the same place is fantastic. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? The interface is a bit slow at times but not very often. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? No need to transfer correspondance in the client's file. All can be saved in Equisoft. E-mails ar directly linked to the client. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic DL Diane L. Conseillère en sécurité financière 7/20/2022 "Very good" 4.5/5 What do you like best about Equisoft/plan? Registration of all my clients and all my notes in Equisoft Copies of all emails sent and received in each client file Retirement analysis for my clients Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? I had some issues with my emails but everything seems to have been resolved for several months. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Complete and easy-to-use software Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated SD stephane D. Financial Planner 7/14/2022 "WOW! Merci." 5/5 What do you like best about Equisoft/plan? I use this software in all my capital planning or disbursement presentations, and my clients appreciate its flexibility. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? The platform has so many uses that I feel like I'm not fully maximizing its potential. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? The communication between the customer data platforms saves me a lot of time. Review collected by and hosted on G2.com. Show More 7/15/2024 Validated ReviewerSource: OrganicAI Translated ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Small-Business (50 or fewer emp.) 7/13/2022 "Really effective! Very good for presenting to clients and doing analyses." 5/5 What do you like best about Equisoft/plan? Equisoft/Plan is comprehensive and easy to use. Review collected by and hosted on G2.com. What do you dislike about Equisoft/plan? Lacks a bit of versatility in the disbursement plan. Exclusively for business owners. Review collected by and hosted on G2.com. What problems is Equisoft/plan solving and how is that benefiting you? Complete and easy-to-present plan for clients. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ## 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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