CRM & FNA
Software Partner Offers
| Product | Standard price | Partner price |
|---|---|---|
| Equisoft/connect (CRM) | $105.00 | $85.00 (-20$) |
| Equisoft/plan (Financial Planning) | $55.00 | $40.00 (-15$) |
| Equisoft/analyze (Fund Compare + Portfolio Optimizer) | $70.00 | $50.00 (-20$) |
| Equisoft/lifeguide (new web version) | $30.00 | $25.00 (-5$) |
Prices are per user, per month.
Maxomsoft
To support you in the growth of your business, we offer exclusive corporate pricing on our suite of software:
PlanVIE – Integrated Financial Planning
The financial planning software designed by and for advisors. Generate clear projections and precise scenarios to help your clients achieve their life and retirement goals.
Note: This offer is valid for the standalone version (without the Equisoft gateway).
Your exclusive discount: 40%
Code promo GFS: f03d6
ABA+ – Business Needs Analysis (Powered by AI)
The go-to tool for your entrepreneurial clients. Now powered by artificial intelligence.
ABA+ simplifies and accelerates the analysis of business needs (ABF Corpo.) as well as the protection of key people in the company. AI helps you generate deeper analytics, with a visual interface and impactful reports that make decision-making easier.
TIPMAX Insights – Strategies and Insights
Exploit the full potential of your practice with advanced strategies and cutting-edge analysis to better structure your files and proactively advise your customers.