Equisoft/analyze for advisors

Mutual Fund Analysis for Wholesalers

Keep your advisors engaged with Equisoft's powerful application that turns wholesalers into a unified force of business consultants.

  • Web-based solution
  • Completely configurable & customizable
  • Fully supported by fund industry experts
  • Flexible investment product data source options
  • Include mutual funds, ETF and individual securities
  • Enables quick time to market
  • Multilingual, and supports international currencies

Empower Your Team and Stand Out. Speak to an expert today and transform the role of your sales team.