Equisoft’s Fund Compare solution is an innovative online tool that enables advisors to easily conduct due diligence and achieve compliance by automatically comparing investment fund key metrics.
Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons
Helps fulfill Client Focused Reform, Know Your Product regulatory requirements.
Once you’re set up, recurring, tedious tasks are eliminated so teams can focus on core activities.
Including Equisoft’s Fund Center, a secure portal for reviewing, approving, and pushing fact sheets live.
Simple terms with a one-time set-up charge (based on the level of configurations & customization required) and on-going recurring fees (driven by the numbers of Fact Sheets produced).
Our fact sheet templates are as customizable as you need or want them to be. If you need something more, we can deliver that too.