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.
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.
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.
Vice President, Wealth Management Solutions, Equisoft
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Asset Allocation and Wealth Analysis