Software Products – Asset Allocation Analyst

An investment management cornerstone

The Asset Allocation Analyst is our flagship product and used daily by thousands of financial advisors.

Over a decade ago, EquiSoft developed specialized software in response to the needs of our clients in the financial services field. Today, the Asset Allocation Analyst™ continues to be an indispensable tool in the lives of financial advisors in Canada, the U.S. and worldwide.

Developed in collaboration with a global leader in investment counselling, the Asset Allocation Analyst guides the advisor and client through the asset allocation process together to create an investment portfolio suited to the client’s risk profile.

The Asset Allocation Analyst includes a series of benchmark portfolios, as well as the Investor Decision Grid, which leads to the selection of the appropriate benchmark portfolio. 

Other key features:

• Compliance-friendly Investment Policy Statement,
• White labelled to better position dealer products and reinforce brand awareness,
• User friendly interface, and ease of data entry,
• Connection with most back-offices, and imports client data automatically,
• Customized reports. See a sample report.

To learn more, visit www.assetallocationanalyst.com.