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.

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You might also be interested in a faster, more affordable way to deploy fund fact sheets

Fund Fact Sheets

Equisoft’s solution is purpose-built for wholesalers, asset management firms can now arm their sales force with an easy-to-use and intuitive tool that leverages the power of Lipper data to illustrate the value of their investment products

Robert Jenkins

Global Head of Research at Refinitiv Lipper

Credibility Tools That Create Better Relationships and More Sales

Meaningful Insights, Backed by Data

Fund & portfolio analytics position your wholesalers as more than just salespeople.

Persuasive, Custom Reports & Proposals

On-brand, compliant reports & proposals bespoke to an advisor’s needs.

Actionable Insights Into Your Business

Track product recommendations and competitor fund comparisons by region, territory, team or individual.

Automated Fund Positioning That Helps Your Team and Products Stand Out

Complete Competitive Analysis in Seconds

Competing fund analysis is performed in real time to see which products are better, and why.
Highlight Your Unique Selling Proposition

Downside protection? Yield? Our platform can be configured to showcase your line-up’s strengths.

Complete Competitive Analysis in Seconds	Highlight Your Unique Selling Proposition
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.

Built to Fit Your Data Needs

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.

Save Time With Flexible And Templated Investment Products Fact Sheets

Get Fund Fact Sheets to Market with Less Effort

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.

equisoft/factsheets

The Fastest, Easiest Way to Empower Fund Company and Wholesaler Success

Web-based solution
Completely configurable & customizable
Fully supported by fund industry experts
Flexible investment product data source options
Include mutual funds, ETF and individual securities
Enables quick time to market
Multilingual, and supports international currencies

Featured Expert

Anthony Stockley

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.

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