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

Back Office

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Pension & Investment Systems

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:

  • Pension administrators
  • Wealth managers
  • Custodians and fund managers

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

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BMO logo Bank of Montreal
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Monarch Wealth
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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.

How to Solve 5 Mutual Fund Fact Sheet Production Headaches

Mutual Fund Fact Sheets

How to Solve 5 Mutual Fund Fact Sheet Production Headaches

Find out how to solve the 5 biggest headaches related to producing mutual fund fact sheets. Eliminate time and effort spent on manual production each month. Free your staff for higher value tasks.
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Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms

Asset Allocation and Wealth Analysis

Leveraging Tech to Comply with the Investment Industry’s Client Focused Reforms

The Canadian Securities Administrator’s new Client Focused Reforms present significant compliance challenges for financial advisors and their firms. Amongst those, documenting investment suitability (Know your Client) and advisor knowledge of products (Know your Product).
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2022 Review of UK Investment Transfer Market


2022 Review of UK Investment Transfer Market

The recent upgrade to TeX/UKETRG open standards means that a wider range of asset classes can now be re-registered electronically.
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Ready to Dive Deeper?

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