Maximize Advisor Productivity with Broker/Dealer Software Solutions

Our broker/dealer technology helps you maximize your advisor's productivity, compliance and recommendation suitability with off the shelf or fully customized features.


Made for You

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Designed to Serve the Diverse Needs of Advisors

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.

advisor focused CRM

Manage Client Relationships With More Efficiency

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.

Equisoft/analyze for advisors

Level Up on Building Better Financial Futures

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.

How Distributors & Broker/Dealers Can Thrive in the New World

Equisoft’s Broker/Dealer Software is Respected Industry Wide

We spent the last 25 years perfecting our wealth planning solutions suite in order to arm Broker/Dealers with the tools they need to help advisors effectively meet client needs, increase sales, improve efficiency and adhere to compliance guidelines.

Jonathan Georges

Vice President, Wealth Management Solutions, Equisoft

Take Your Business Further

Explore Equisoft Insights for broker/dealer ideas, solutions, and inspiration.

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Financial Needs Analysis

Taking A Customer-Centric Approach in Financial Services

The changing role of wholesalers and the need for a customer-centric approach in financial services.
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Asset Allocation and Wealth Analysis

The Evolving Investment Distribution Landscape

The evolving investment distribution landscape is changing! Here's how technology & AI can help us conserve our most precious resource: time.
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Agency Management System

Streamlining The Data Flow Between Distributors and All Industry Stakeholders

Get the key takeaways from the Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.
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