Enhanced Advisor Investment Advice Made Easy

Equisoft’s Fund Compare module is the better way to guide clients with informed advice and investment product suitability, without compromising on compliance.

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Fund Compare is a specialized module for Equisoft/analyze designed to help advisors conduct detailed head-to-head investment product comparisons.

Power the Path to Sales, While Meeting Compliance Requirements

Fund compare 1.1 Due Dilligence

Conduct Detailed Audits Between Multiple Products

Analyze and assess products from every angle with one view.

Fund compare 1 2 Option Analysis 2

Dive into the Details Clients Need in Seconds

Access comprehensive fund comparisons in easy to read, client-friendly formats.

Fund compare 1 3 Customized Presentations 1

Bring Your Brand to Life

A powerful, user-friendly enterprise admin module makes customized presentations a snap.

A Quicker Way to Suitable Alternatives

Fund compare 2 1 Automate Comparison 2

Study and Benchmark Your Funds Against Competitors

Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s configurable algorithm designed to automatically identify the most suitable alternatives to selected funds.

Fund compare 2 2 Compare Metrics 1

Designed for Low-Cost, Quick Implementation

Leverage the built-in enterprise configuration options to make the application your own while getting to market quickly.

Advisor Investment Advice Made Easy

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

Fund Fact Sheet Software Built with Over 25 Years of Expertise

  • Extensive experience processing fund data from multiple sources, including customized data feeds
  • Supports multiple languages and currencies
  • Tablet and mobile friendly and optimized for all major browsers


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Pricing Options that Scale to Your Needs

Build Client Trust with a Better Advisory Solution