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.
Equisoft/analyze is a sales acceleration platform designed to guide investment product comparison and portfolio design.
Fund & portfolio analytics position wealth professionals as more than just salespeople.
On-brand, compliant reports & investment proposals bespoke to the wealth professional’s needs.
Track investment portfolio recommendations and competitor fund comparisons by region, territory, team or individual.
Competing fund analysis is performed in real time to see which products are better, and why.
Designing and/or selecting suitable portfolios in a few steps.
Equisoft/analyze integrates with third-party investment product data sources and your own proprietary data sets for a seamless user experience.
With Equisoft/analyze, advisors can streamline time consuming fund comparison and portfolio design tasks to spend more time with clients and prospects.
Equisoft/analyze is a sales enablement platform designed to help investment fund wholesalers strengthen relationships with the advisors they support.
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