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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

Analyze wholesale Meaningful Insights Backed by Data

Meaningful Insights, Backed by Data

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

Analyze wholesale Persuasive Custom Reports Proposals

Persuasive, Custom Reports & Proposals

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

Analyze wholesale Actionable Insights Into Your Business

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

Analyze wholesale Built to Fit Your Data Needs

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
Anthony Stockley

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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Contact Anthony

Want to Accelerate Your Sales? Learn How a Top Wholesaler Did It

Read the case study to see how they:

  • Profitably harnessed the power of portfolio design
  • Attracted advisor interest with a new wholesaler value proposition
  • Consistently positioned their advisor portfolios to stand out over competitors
EQUISOFT Case Study How a Top Wholesaler Accelerated Sales Through Product Positioning

Get Onboarded to Our SaaS Platform with Flexible Pricing Options

  • One-time set-up fee, based on time and material or fixed cost
  • Monthly license fees with 3 options:
  • Site license
  • Scaled per user license
  • Customized enterprise license models
Case Study How a top wholesaler accelerated sales through product positioning

Wholesaler Productivity

How a Top Wholesaler Accelerated Sales Through Product Positioning

Want to Accelerate your Sales? Learn How a Top Wholesaler Did it.
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Wholesaler Productivity

Overcome the Biggest Issues Facing Fund Wholesalers

Investment wholesalers are facing radical role redefinition which creates a need to seek out different ways to attract advisor attention.
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Ebook How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices

Wholesaler Productivity

How to Increase Wholesaler Effectiveness and Add Value to Advisor Practices

Technology, fee transparency, increased competition and increased customer expectations have disrupted the wealth management industry.
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Empower Your Team and Stand Out

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