Equisoft for Asset Management

Technology designed for asset management firms that want an integrated solution for driving value with data management, analysis and reporting without compromising portfolio exposure, risk, and performance.

 

The Modern Asset Manager's Toolkit

Front Office

Asset Allocation & Wealth Analysis

Power Advisor Partnerships for More Sales

Enable the distribution network, broker-dealers and advisors with the tools and intelligence that drive more revenue.

Equisoft/analyze for Advisors directly impacts how broker-dealers and advisors work with your organization. It perfectly positions products in the spotlight, with a focus on your fund’s line-up competitive advantage.

mutual fund Investment positioning analytics

Help Wholesalers and Products to Stand Out

The main industry solution for enabling sales teams to persuasively showcase their unique value proposition to advisors with fund & portfolio analytics, comparaisons, data insights and more.

Equisoft/Analyze for Wholesalers streamlines your sales ecosystem by integrating third-party investment product data sources, your own proprietary data sets, CRM, and sales reporting tools into a seamless experience.

The Evolving Investment Distribution Landscape for Asset Managers

We have worked with some of the best minds in the industry and designed an optimal sales platform that helps asset managers effectively position their investment solutions within the financial advisor community

Jonathan Georges

Vice President, Wealth Management Solutions, Equisoft

Equisoft Asset Management Solutions Are Respected Industry Wide

Take Your Business Further

Explore Equisoft Insights for asset manager ideas, solutions, and inspiration.

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Wholesaler Productivity

Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game

Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role.
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Asset Allocation and Wealth Analysis

New Entrants Threaten Financial Services Companies

How customer expectations are driving the need for highly personalized service.
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Wholesaler Productivity

3 Ways Technology Can Optimize the Wholesaler Role

We look at 3 ways technology can help optimize the life of wholesalers.
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