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.
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