Equisoft’s Fund Compare module is the better way to guide clients with informed advice and investment product suitability, without compromising on compliance.
Fund Compare is a specialized module for Equisoft/analyze designed to help advisors conduct detailed head-to-head investment product comparisons.
Analyze and assess products from every angle with one view.
Access comprehensive fund comparisons in easy to read, client-friendly formats.
A powerful, user-friendly enterprise admin module makes customized presentations a snap.
Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s configurable algorithm designed to automatically identify the most suitable alternatives to selected funds.
Leverage the built-in enterprise configuration options to make the application your own while getting to market quickly.
Use our industry-leading configurable report template for a quick and low-cost implementation or provide us with a customized design to meet your specific requirements