Equisoft for Wealth Advisors

Our advisor solutions help you focus on client needs with a suite of products that automate the more tedious parts of your business so you can focus more on delivering real value.

 

The Modern Advisor’s Toolkit

Front Office

Equisoft/analyze for advisors

Position Yourself as a Valuable Asset

Easily assess retirement strategies from every angle, including education planning and life insurance needs. Create persuasive investment proposals and wealth plans that make you indispensable to clients.

Equisoft/analyze for Advisors guides you through the process. Its integrations eliminate time consuming tasks like manual data entry, so you can focus more on your investor’s needs.

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Manage Client Relationships With More Efficiency

Integrate with back-offices, custodians and data aggregation services to auto populate investment account details. Leaving you spending more time with clients, not their data.

Equisoft/connect is an advisor focused CRM specifically designed for the needs of wealth advisors. It understands how your role depends on effectively managing relationships, and is loaded with features designed to optimize your time for it.

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Level Up on Building Better Financial Futures

Deliver incredibly comprehensive financial portraits of your client’s present situation, with the kind of integrated guidance that makes you more effective at improving their future.

Equisoft/plan is an all-in-on wealth planning solution used by thousands of advisors. It also helps with one of the most time consuming and difficult areas of your business — compliance.

The Changing Paradigm for Investment Advisor Growth

Equisoft Is Respected Industry Wide For Efficiency and Ease of Use

In the near 30 years that I have worked in this industry, I have been looking for comprehensive software that will allow me to best serve my clients. The tool offered by Equisoft is very comprehensive and once you know how to fully utilize all the capabilities it is second to none (and I have used more than a few).

WhiteHaven

Take Your Business Further

Explore Equisoft Insights for wealth advisor ideas, solutions, and inspiration.

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Financial Needs Analysis

Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group

A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.
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Financial Needs Analysis

How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations

Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations.
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Best 30 second sales pitch for financial advisors 2019 HQ

Advisor Productivity

A new approach to the 30-second sales pitch for financial advisors

No matter how proactive you are, sometimes opportunities will present themselves which makes advisors need a 30-second sales pitch.
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