Side by side
Equaplan vs legacy desktop actuarial software
Many firms still run pension valuations on desktop software built decades ago. Here is how a cloud platform like Equaplan compares in day-to-day work.
| Dimension | Equaplan (cloud) | Legacy desktop tools |
|---|---|---|
| Installation | Runs in the browser, nothing to install | Local installs on each workstation or server |
| Licensing | Sign in with your account | License files and manual renewals |
| Team access | Shared firm workspace with roles | Files on a shared drive or single machine |
| IRS limits & tables | Maintained centrally in the platform | Updated by hand or by patch |
| Client & plan data | Clients, plans, and valuations linked together | Separate files per plan or year |
| Reports | PDF reports and Schedule SB from the same data | Often assembled across several tools |
Installation
- Equaplan (cloud)
- Runs in the browser, nothing to install
- Legacy desktop tools
- Local installs on each workstation or server
Licensing
- Equaplan (cloud)
- Sign in with your account
- Legacy desktop tools
- License files and manual renewals
Team access
- Equaplan (cloud)
- Shared firm workspace with roles
- Legacy desktop tools
- Files on a shared drive or single machine
IRS limits & tables
- Equaplan (cloud)
- Maintained centrally in the platform
- Legacy desktop tools
- Updated by hand or by patch
Client & plan data
- Equaplan (cloud)
- Clients, plans, and valuations linked together
- Legacy desktop tools
- Separate files per plan or year
Reports
- Equaplan (cloud)
- PDF reports and Schedule SB from the same data
- Legacy desktop tools
- Often assembled across several tools
See it with your own plans
Book a walkthrough of Equaplan
We'll walk through a valuation from census to Schedule SB, and talk about how your firm works today.
What the demo covers
- 1A live walkthrough from census to Schedule SB
- 2A look at templates, calculators, and team roles
- 3Time for your questions about setup