Equisoft Analyze Advisors Asset Allocation and Wealth Analysis 3840x1540

Grow Sales with Our Investment Comparison & Portfolio Design Tool

Our application helps wealth professionals effectively compare investment products, design suitable portfolios and create powerful proposals and presentations. Ideal for advisors, small firms, larger enterprises and fund companies.

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Equisoft/analyze is a sales acceleration platform designed to guide investment product comparison and portfolio design.

Investment Analysis & Asset Allocation Tools That Create Better Relationships and More Sales

Analyze wholesale Meaningful Insights Backed by Data

Meaningful Insights, Backed by Data

Fund & portfolio analytics position wealth professionals as more than just salespeople.

Analyze wholesale Actionable Insights Into Your Business

Persuasive, Custom Reports & Proposals

On-brand, compliant reports & investment proposals bespoke to the wealth professional’s needs.

Analyze Actionable Insights Into Your Business EN

Actionable Insights Into Your Business

Track investment portfolio recommendations and competitor fund comparisons by region, territory, team or individual.

Automated Fund Positioning and Portfolio Design That Helps Your Team Stand Out

Analyze wholesale Built to Fit Your Data Needs

Built to Fit Your Data Needs

Equisoft/analyze integrates with third-party investment product data sources and your own proprietary data sets for a seamless user experience.

Fund compare 1.1 Due Dilligence

Automate Fund Comparisons

The Fund Compare module is designed to help advisors effectively conduct detailed head-to-head investment product comparisons.

One Tool for Wholesalers & Financial Advisors

Get Fund Fact Sheets to Market with Less Effort

You may also be interested in our Fact Sheets - designed for fund companies and asset managers who want a fast and turnkey way to deploy up-to-date fund details.

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The Fastest, Easiest Way to Empower Advisor, Small Firm, Larger Enterprise and Fund Company Success.

  • Web-based solution
  • Completely configurable & customizable
  • Fully supported by fund industry experts
  • Flexible investment product data source options
  • Includes detailed mutual fund, ETF and individual security data
  • Quick time to market
  • Multilingual user-interface and reporting capabilities
  • Available in most countries/regions around the world

Empower Your Team and Stand Out