Transform the Role of Your Sales Team
Our breakthrough application turns wholesalers into a unified force of business consultants ready to guide the advisors they serve.
Our breakthrough application turns wholesalers into a unified force of business consultants ready to guide the advisors they serve.
Fund & portfolio analytics position your wholesalers as more than just salespeople.
On-brand, compliant reports & proposals bespoke to an advisor’s needs.
Track product recommendations and competitor fund comparisons by region, territory, team or individual.
Competing fund analysis is performed in real time to see which products are better, and why.
Downside protection? Yield? Our platform can be configured to showcase your line-up’s strengths.
Analyze for Wholesalers integrates with third-party investment product data sources and your own proprietary data sets for a seamless user experience. You can’t get this anywhere else.
Equisoft/analyze for wholesalers is designed to help fund companies and their wholesaling teams increase sales performance in a variety of ways, most notably by standardizing and automating the positioning of investment products throughout the sales force.
Robert Jenkins
Global Head of Research at Refinitiv Lipper
Vice President, Wealth Solutions Canada
Anthony has over 25 years of experience in financial services and technology. He’s an expert in complex digital transformations and implementation initiatives that drive profitable growth.
See more insights from Anthony
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