Security
Your clients' data, kept where it belongs
Equaplan is built so each firm's data stays private to that firm, with clear roles for everyone who uses it.
- Cloud hosted
- Equaplan runs on managed cloud infrastructure, so there are no local servers or desktop installs to secure.
- Firm-level data isolation
- Each firm's clients, plans, and valuations are kept separate. Users only see data for their own firm.
- Role-based access
- Platform admins, company admins, and standard users each have clearly scoped permissions.
- Authenticated access
- Every user signs in with their own account, and new users join by invitation from their firm.
Access
Three roles, clearly scoped
Platform admins, company admins, and standard users each see and do only what their role allows. New users join by invitation from their own firm.
Your firm · team
Visible to your firm only- ACCompany admin
A. Chen
Settings, templates, invitations
- JPUser
J. Patel
Clients, plans, valuations
- User
S. Morgan
Invitation sent
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