Create a compliant overview of a client’s current situation and future financial needs. Generate compelling investment proposals in four easy steps. Leverage “robo” technologies to deliver a superior wealth management experience. Equisoft/analyze for advisors lets you do it all with ease, style and world-class, state-of-the-art technology.
The suite includes three advanced modules designed to help advisors save time and build effective, visually compelling wealth management plans for their clients. Currently used by thousands of advisors worldwide, Equisoft/analyze for advisors leverages Equisoft’s more than 25 years of experience developing wealth-related tools.