Side by side
Equaplan vs spreadsheets
Spreadsheets are flexible, but they get hard to manage across a growing book of plans. Here is what changes when you move to Equaplan.
| Dimension | Equaplan | Spreadsheets |
|---|---|---|
| Consistency | Same calculation logic for every plan | Formulas drift between copies |
| Saved history | Each valuation keeps its inputs and plan rules | Depends on file naming and discipline |
| Tables | IRS limits and mortality tables maintained centrally | Copied in by hand |
| Output | Proposal PDFs, reports, and Schedule SB | Manual formatting |
Consistency
- Equaplan
- Same calculation logic for every plan
- Spreadsheets
- Formulas drift between copies
Saved history
- Equaplan
- Each valuation keeps its inputs and plan rules
- Spreadsheets
- Depends on file naming and discipline
Tables
- Equaplan
- IRS limits and mortality tables maintained centrally
- Spreadsheets
- Copied in by hand
Output
- Equaplan
- Proposal PDFs, reports, and Schedule SB
- Spreadsheets
- Manual formatting
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