Equisoft’s Fund Compare is the better way to guide clients with informed advice and investment product suitability, without compromising on compliance.
Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons.
Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s proprietary and configurable algorithm designed to automatically identify the most suitable alternatives to selected funds.
Analyze and assess products from every angle with one view and create effective client presentations.
Access comprehensive fund comparisons in easy to read, client-friendly formats.
A powerful, user-friendly enterprise admin module makes customized presentations a snap.
Leverage the built-in enterprise configuration options to make the application your own while getting to market quickly.
Ask us about our no cost, no commitment implementation options on enterprise agreements.