Asset Management Software Solutions that Drive Growth

Our technology designed for asset management firms offers an integrated solution that drives value through data management, analysis and reporting, with respect to portfolio exposure, risk and performance.


The Modern Asset Manager's Toolkit

Front Office

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Power Advisor Partnerships for More Sales

Equisoft/analyze directly impacts how broker-dealers and advisors work with your organization. It perfectly positions products in the spotlight, with a focus on your fund’s line-up competitive advantage.

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Help Wholesalers and Products to Stand Out

Equisoft/analyze streamlines your sales ecosystem by integrating third-party investment product data sources, your own proprietary data sets, CRM, and sales reporting tools into a seamless experience.

The Evolving Investment Distribution Landscape for Asset Managers

We have worked with some of the best minds in the industry and designed an optimal sales platform that helps asset managers effectively position their investment solutions within the financial advisor community.

Jonathan Georges

Vice President, Wealth Management Solutions, Equisoft

Equisoft Asset Management Solutions Are Respected Industry Wide

Franklin Templeton
Fidelity investments
Hollis Wealth

Take Your Business Further

Explore Equisoft Insights for asset manager ideas, solutions, and inspiration.

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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

New Entrants Threaten Financial Services Companies

How customer expectations are driving the need for highly personalized service.
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Wholesaler Productivity

3 Ways Technology Can Optimize the Wholesaler Role

We look at 3 ways technology can help optimize the life of wholesalers.
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Anthony Stockley

Anthony Stockley

Vice President, Wealth & Insurance Solutions Canada

Anthony has over 25 years of experience in financial services and technology. He’s an expert in complex digital transformations and implementation initiatives that drive profitable growth.

See more insights from Anthony
Contact Anthony

Want to Accelerate Your Sales? Learn How a Top Wholesaler Did It

Read the case study to see how they:

  • Profitably harnessed the power of portfolio design
  • Attracted advisor interest with a new wholesaler value proposition
  • Consistently positioned their advisor portfolios to stand out over competitors
EQUISOFT Case Study How a Top Wholesaler Accelerated Sales Through Product Positioning

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