Equisoft/analyze accelerates sales through powerful analytics and guided product positioning that delivers winning recommendations every time.
Equisoft/analyze seamlessly unites fund comparison and portfolio optimization into one powerhouse product. This dual-engine approach delivers comprehensive insights that transform how you serve clients and close deals.
Revolutionize your investment advice with the tool that transforms fund comparison into your competitive advantage. Make informed decisions instantly while ensuring perfect compliance.
Transform portfolio complexity into instant client success with the tool that revolutionizes investment planning in 4 simple steps. From analysis to final proposal, maximize your performance in record time.
Drastically reduce your analysis time through intelligent automation. Equisoft/analyze transforms hours of manual research into instant comprehensive analyses, allowing you to dedicate more time to your clients and growing your portfolio.
Impress your clients with detailed analytics and custom-branded reports that demonstrate unmatched professional expertise. Provide precision-driven recommendations and comprehensive comparisons that only elite advisors can deliver.
Dramatically boost conversion rates with personalized proposals that speak directly to client needs. FundAdvantage intelligently identifies top opportunities and provides bulletproof justifications that transform hesitant prospects into confident investors.
Experience true workflow efficiency as client information flows automatically between Equisoft/analyze and your Equisoft/connect CRM. Say goodbye to duplicate data entry and costly transcription errors with our unmatched market connectivity.
Top features
Unlimited comparison
Mutual Fund, ETF and Stock feed
User level favorites
Save and manage portfolios
ETF & Mutual funds screener
FundAdvantage (Fund Peer Recommendations)
Fact Sheets (Fund Overview PDF)
Languages (English and French)
Comparative analysis
Compare up to 5 funds head-to-head
Peer Comparison Analysis (used for KYP)
Compare current portfolio against proposed (up to 3)
Portfolio Strategy Analysis (Asset, Sector, Market Cap, Geographic)
Save and Manage portfolio strategies
Investor Profile Questionnaire (coming soon)
Compare Performance (Cumulative, Trailing, Calendar Year)
Compare against Indices
Compare Risk & Advanced Statistics
Equity Breakdown Analysis
Fixed Income Breakdown Analysis
ESG Comparison
Fee simulation
Lipper Leaders
Yves L.
The perfect solution for independent advisors who want to centralize their client data and automate their administrative processes.
Preferential rates for our strategic partners. Visit our partners page for more information!
Regardless of your team size, we offer competitive rates tailored to your needs. Contact us for more information!
Dominate your market with automated competitive intelligence, branded professional reports, and smart recommendations that establish your team as the undisputed industry leaders clients seek out.