Guided Investment Product Positioning & Analytics

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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Equisoft/analyze for wholesalers is a sales acceleration platform to guide investment product positioning and fund performance analytics.

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.

Analyze Wholesaler

See what Equisoft/analyze for wholesalers can do for you

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.

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.
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

Anthony Stockley

Anthony Stockley

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
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

Empower Your Team and Stand Out