You might also be interested in a faster, more affordable way to deploy fund fact sheets
Global Head of Research at Refinitiv Lipper
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.
We created a flexible and efficient framework for fund companies and asset managers who want a fast, turnkey way to deploy their up-to-date fund details.
Learn more about Equisoft’s Fact Sheets managed service to save you time and money.
Vice President, Wealth & Insurance 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