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.
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.
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.
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.
Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons.
A flexible and efficient framework for fund companies and asset managers who want a fast, turnkey way to deploy their up-to-date fund details.
Jonathan Georges
Vice President, Wealth Management Solutions, Equisoft
Explore Equisoft Insights for asset manager ideas, solutions, and inspiration.
Wholesaler Productivity
Asset Allocation and Wealth Analysis
Wholesaler Productivity
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