An Easier, More Effective Way to Enhance Advisor Investment Advice

Equisoft’s Fund Compare solution makes it easier to provide informed advice to clients and determine the suitability of investment products without compromising on the details needed to ensure compliance.

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Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons

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Take the Headache Out of Compliance and Drive Sales

Save Time With Flexible And Templated Investment Products Fact Sheets

Helps Advisors Conduct and Document their product due diligence

Helps fulfill Client Focused Reform, Know Your Product regulatory requirements

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Thorough Investment Option Analysis Without The Headaches

Simplify and automate the fund analysis process, making it easier to provide informed advice

Showcase Your Investment Products With Custom Fact Sheets Final

Customized Client Presentations Help Drive Sales

The flexible report design is configurable via the user-friendly enterprise administration module

Easily Find Funds with Better Returns, Less Risk and Lower Fees

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Choose Your Own Fund Comparisons or Automate

Proprietary FundAdvantage technology automatically identifies the most appropriate funds for comparison

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Compare the Most Important Metrics

Conduct a thorough analysis of historical risk/return, advanced stats, holdings information, fees & more

Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons

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

Leverage Our 25 Years of Global Investment Analysis Software 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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Flexible Pricing Options Make it Easy to Get Started

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