Equisoft Analyze Advisors Asset Allocation and Wealth Analysis 3840x1540

Grow Your Business With Wealth Planning Solutions for Advisors

Our all-in-one platform increases advisor productivity, optimizes operational efficiency, and enhances the investor experience. Ideal for individual advisors, broker/dealers, RIAs and fund companies.

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Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

Create Persuasive Investment Proposals, IPS and/or Portfolio Analysis Reports

Analyze advisor Guided Investment Portfolio Recommendations

Guided Investment Portfolio Recommendations

Our proprietary 4 step process aligns recommendations with investor’s risk profiles.

Analyze advisor Perform Investment Portfolio Analytics on Recommendations 2

Perform Investment & Portfolio Analytics on Recommendations

Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs.

Analyze advisor Empower Recommendations with Flexible Hypotheticals

Empower Recommendations With Flexible “Hypotheticals”

Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.

What You Need to Know About the New Customer Experience Landscape

Complement Portfolio Recommendations With an Assessment of the Client’s Financial Needs

Elevate the Client—Advisor Relationship With Our Client Portal Module

Analyze advisor Find More Time for Clients

Find More Time for Clients

Automate tedious tasks that often take advisors and support away from more valuable activities.

Analyze advisor Define Your Level of Interaction

Define Your Level of Interaction

Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile-friendly environment.

Analyze advisor Convenient Secure and Always Open

Convenient, Secure, and Always Open

More channels of access and interaction can lead to higher client satisfaction and retention.

Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements

Choose From Three Implementations:

  • Adopt: Off the shelf, budget friendly, quick-to start option available
  • Configure: Include your brand, product shelf, and portfolio models with our configuration options
  • Build: Implement your most unique requirements by working directly with our experienced implementation team

The Most Comprehensive Asset Allocation and Wealth Analysis Tool for Advisors

5+

Third-party data providers plus custom data feeds

1,3 M +

Investment codes

675,000 +

Unique investment options, mutual funds, ETFs & stocks

326 M +

Rows of data

Equisoft/analyze suite and Client Portal allows financial advisors to offer holistic life and wealth solutions that are scaled to the client’s needs, and the client can choose to interact with us in-person, by phone or online.

Co-operators

Program Director, Wealth Management Strategy

Used by Some of the Best Firms in the Industry

Desjardins
Monarch Wealth
AGF
Globeandmail
Thecooperators
Jonathan Georges

Jonathan Georges

Vice-President, Wealth Management Solutions

Jonathan is a wealth management expert known for implementing digital solutions that increase both efficiency and assets under management.

See more insights from Jonathan
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Transform Your Advisors Into Holistic Financial Experts

Read the case study to get:

  • Insights into how to increase advisor productivity
  • Strategies for creating a centralized advisor hub
  • Keys to streamlining workflows, centralizing data, and advisor productivity
EQUISOFT Case Study How One Carrier Transformed Insurance Advisors into Holistic Financial Experts To Significantly Boost Sales

Flexible Pricing Options Make It Easy To Get Started

Ready to Grow Your Business?