Equisoft for the Investment Industry

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.


Transformational Tools for Financial 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 client 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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BMO logo Bank of Montreal
Canaccord Logo 2021
Monarch Wealth
Cooperators logo 2021
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Fidelity investments
Edward Jones
Canada Financial
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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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Ebook The Ultimate Advisor Guide to Supercharging your Practice

Advisor Productivity

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.
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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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