Equisoft for the Broker/Dealer

Our broker/dealer technology helps you maximize your advisor's productivity, compliance and recommendation suitability with off the shelf or fully customized features.

Made for You


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Increase the Productivity of Your Advisors

Empower your team with the ability to easily create statistically supported investment proposals and wealth plans.

Equisoft/analyze for Advisors is an all-in-one solution that wraps the assessment of a client's financial needs in an experience that creates the kind of customer - advisor relationship that can lead to increased revenue.

How Distributors & Broker/Dealers Can Thrive in the New World

We spent the last 25 years perfecting our wealth planning solutions suite in order to arm Broker/dealers with the tools they need to help advisors effectively meet client needs, increase sales, improve efficiency and adhere to compliance guidelines.

Jonathan Georges

Vice President, Wealth Management Solutions, Equisoft

Take Your Business Further

Explore Equisoft Insights for broker - dealer ideas, solutions, and inspiration.

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Asset Allocation and Wealth Analysis

Taking A Customer-Centric Approach in Financial Services

The changing role of wholesalers and the need for a customer-centric approach in financial services.
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Advisor Productivity

The Evolving Investment Distribution Landscape

The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.
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Asset Allocation and Wealth Analysis

Streamlining The Data Flow Between Distributors and All Industry Stakeholders

Get the key takeaways from the 2019 Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.
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