Title
10.08.2017 to 22.08.2017
at P3

WEALTH

WEALTH

Equisoft wealth management solutions help financial institutions streamline processes, enhance the advisor and investor experience, and grow sales.

Currently used by thousands of wealth professionals worldwide, they leverage Equisoft’s deep knowledge of the wealth industry and more than 25 years of experience developing wealth-related, sales-oriented tools.

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EQUISOFT/ANALYZE FOR WHOLESALERS

FORMERLY WEALTHELEMENTS WHOLESALER.

A highly flexible, web-based tool, Equisoft/analyze for wholesalers drives sales by allowing fund manufacturers and wholesalers to effectively position investment products within an advisor’s book of business.

It is designed to enhance advisor communications and increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.

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