Equisoft for the Investment Industry

Our transformative solutions help wealth and asset management professionals address the constantly evolving expectations of their clients with tools that uncover needs, deepen relationships and drive productivity.

 

Transformational Tools for Advisors & Wholesalers

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Asset Allocation & Wealth Analysis

Equisoft/analyze for Advisors is an all in one productivity platform for creating persuasive investment proposals and wealth plans that position advisors as a valuable partner to their clients.

Who it's for:

  • Broker/dealers
  • Asset management companies
  • Wealth & retirement advisors

Overcoming the Biggest Issues Facing Wholesalers

Equisoft/analyze for advisors

In-Depth Financial Planning

Equisoft/plan is a powerful suite of wealth planning tools that drive the customer experience with intensive interpretations of a client’s present, and persuasive proposals for their future.

Who it's for:

  • Wealth advisors of all types
  • Distributors

Equisoft Investment Industry Software is Respected Worldwide Wide For Efficiency and Ease of Use

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HSBC
BMO logo Bank of Montreal
AGF
Canaccord Logo 2021
Monarch Wealth
Desjardins
Cooperators logo 2021
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Fidelity investments
Edward Jones
CIBC
Canada Financial
Avisowealth
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Investment Industry Insights

Learn from the experience and expertise of the Equisoft Wealth Management team.

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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

The Ultimate Advisor Guide to Supercharging your Practice

Tech disruption & heightened client expectations require today's advisors to redefine their approach to creating superior client experiences.
Read eBook
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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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Ready to Dive Deeper?

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