Investment Product Comparisons Made Easy

Equisoft’s Fund Compare 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 designed to help advisors effectively conduct detailed head-to-head investment product comparisons.

Power the Path to Sales, While Meeting Compliance Requirements

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Study and Benchmark Your Funds Against Competitors

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.

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Conduct Detailed Audits Between Multiple Products

Analyze and assess products from every angle with one view and create effective client presentations.

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Dive into the Details Clients Need in Seconds

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

Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution

A Quicker Way to Suitable Alternatives

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Bring Your Brand to Life

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

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Designed for Low-Cost, Quick Implementation

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

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Get Started Quickly

Ask us about our no cost, no commitment implementation options on enterprise agreements.

Why Choose Fund Compare?

  • Compare across performance, risk, ESG, fees, and more
  • Unlimited comparisons, reports, and portfolios
  • Automated fund recommendations to save advisors time
  • Enable advisors to satisfy know-your-product (KYP) requirements
  • Create branded client presentations to drive sales
  • Supports multiple languages and currencies
  • Tablet and mobile friendly and optimized for all major browsers
  • Equisoft’s SSAE 18 SOC 2 Type 1 certification means your data is safe


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Pricing Options that Scale to Your Needs

Build Client Trust with a Better Advisory Solution