Our broker/dealer technology helps you maximize your advisor's productivity, compliance and recommendation suitability with off the shelf or fully customized features.
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.
Vice President, Wealth Management Solutions, Equisoft
Explore Equisoft Insights for broker - dealer ideas, solutions, and inspiration.
Financial Needs Analysis
Asset Allocation and Wealth Analysis
Agency Management System