LOGO LIFEPlan Planning Software

Financial Analysis System in
Wealth Management.

For Financial Advisors.

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SIMPLE .
COMPLETE.
EFFICIENT.

LIFEPlan Screen
New on LIFEPlan
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A Solution That Stands Out Both for Its Human and Financial Approach

Watch Our Explanatory Video

Our financial analysis platform helps you carry out analyses for both retirement and protection needs while being focused on the achievement of your clients' life plans.

PlanVIE conformité

Compliance

LIFEPlan meets the compliance requirements, both in insurance and investment matters. You will find your reports generated over time

Ease of Use

PlanVIE facile

Simple to use, easy to understand and efficient.

Security

PlanVIE sécurité

Maxomsoft offers an environment that meets the highest standards in terms of security

PlanVIE equisoft/connect

Connectivity

Import your clients from your equisoft / connect CRM to our LIFEPlan financial analysis system, including data updates.

Proximity

PlanVIE Proximité

Your clients have access! Provide secure advisory access to your clients. Provide secure advisory access to your clients.

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A Support Service to Help You!
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Need Help ?

Schedule a virtual meeting with one of our LIFEPlan experts.

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OUR
SYSTEM

Discover the Advantages of the LIFEPlan Synchronized Financial Analysis System.

LIFEPlan

The financial strategies of  LIFEPlan will allow you to take advantage of opportunities as they arise, to help your clients to achieve their goals no matter what life sends on their way.

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YOUR LOGO IN ALL REPORTS
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New on

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The Drawing Down Investments of a Holding Company

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You able to...

  • Incorporate withdrawals into your client's financial plan
  • Illustrate company expenses
Like insurance premiums!
  • Set up your strategy
Paramétrer PlanVIE
  • Advances
  • CDA
  • Eligible Dividends

  • Non-Eligible Dividends

  • Contributions
  • Annual and lump sum withdrawals
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ADVISORS'
COMMENTS
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A System That Helps Your Business Grow.

A System that Helps Your Grow

Testimony of Mr. Alain Legault, Senior Partner of a Financial Centre.

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I wanted to emphasize the contribution of LIFEPlan to our results. We have put several projects in progress in the last 2 years and LIFEPlan is one of those that makes a difference in the daily life of our team.

 

With the arrival of LIFEPlan in the entire team grouping in January 2019, we were able to quickly initiate a shift towards the global approach and the advantage of a good, complete and structured financial analysis.

 

This shift, with the support of LIFEPlan, has enabled advisors to better manage all of their clients' financial needs and therefore experience strong growth.

 

In 2021, our team stood out in Canada's growing insurance products. In savings, we experienced a 60% growth in net sales. With $175M in net sales, we also stood out in Canada through the network.

 

Our select Leadermind Club has doubled its membership to 33 in 2021. This Club includes all associate advisors on the team who have reached a certain level of business, i.e. $100,000 in written insurance premiums or $10M in net sales. A large number of members (and new members) use the LIFEPlan tool.

 

Thanks to the entire Maxomsoft team.

Alain Legault

Senior Associate

Financial Center Director

SFL Wealth Management North -West of Quebec

 
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OUR
PARTNERS

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OUR
SUPPORTERS

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Jean-Sébastien Jutras, planificateur financier à l'agence Sainte-Foy propose des formation

CONTACT US

Get in touch and let us know how we can help.
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You can contact us by interactive messaging located at the bottom on the right corner of your screen.
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2540, Boul. Daniel Johnson | Bur.710

Laval (Qc) , Canada, H7T 2S3