RM
Robert-Yves M.
Senior Financial Planning Advisor/Branch Co-Owner
Small-Business (50 or fewer emp.)
"I have been a user of Wealh Element - Analyst for over 20 years"
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.
