Our broker/dealer technology helps you maximize your advisor's productivity, compliance and recommendation suitability with off the shelf or fully customized features.
With Equisoft/analyze, advisors can streamline time consuming fund comparison and portfolio design tasks to spend more time with clients and prospects.
Equisoft/analyze is a modular solution that wraps the assessment of a client's financial needs in an experience that creates the kind of customer - advisor relationship that can lead to increased revenue.
Equisoft/connect is an advisor-focused CRM that integrates with back-offices, custodians and data aggregation services to auto populate investment account details. Advisors can then spend more time with clients, instead of entering data.
Enable advisors to understand all of their clients’ needs and build better plans for their future.
Equisoft/plan is an intuitive and effective financial planning solution providing comprehensive financial portraits.
Jonathan Georges
Vice President, Wealth Management Solutions, Equisoft
Explore Equisoft Insights for broker/dealer ideas, solutions, and inspiration.
Financial Needs Analysis
Asset Allocation and Wealth Analysis
Agency Management System