Our transformative wealth management solutions help investment and asset management professionals address the constantly evolving expectations of their clients with a wide range of tools that uncover needs, deepen relationships and drive productivity.
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:
Equisoft/analyze for Wholesalers is a sales acceleration platform that optimizes fund & portfolio analytics in a way that transforms wholesalers into valuable business consultants for the advisors and advisory firms they serve.
Who it's for:
Equisoft/connect is a CRM designed specifically for the wealth management industry. It automates burdensome tasks so advisors can immerse themselves in creating exceptional investment plans for customers.
Who it's for:
Equisoft/plan is a powerful suite of wealth planning tools that drive the client experience with intensive interpretations of a client’s present, and persuasive proposals for their future.
Who it's for:
Our asset transfer automation and pension administration tools help financial services companies automate and streamline their back-office operations. These products are currently only available in the UK.
Who it’s for:
Learn from the experience and expertise of the Equisoft Wealth Management team.
Mutual Fund Fact Sheets
Asset Allocation and Wealth Analysis
Pensions