Investment comparisons made easy

Guide clients with informed advice and investment product suitability, without compromising on compliance.

  • Compare across performance, risk, ESG, fees, and more
  • Unlimited comparisons, reports, and portfolios
  • Automated fund recommendations to save you time
  • Satisfy know-your-product (KYP) requirements
  • Easy to get started and a free 15 day trial

Start Your Free Trial

Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons.

Power the path to sales, while meeting compliance requirements

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Conduct detailed audits between multiple products

Analyze and assess products from every angle with one view.

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Get the details clients need in seconds

Access comprehensive fund comparisons in easy to read, client-friendly formats.

A quicker way to suitable alternatives

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Instantly study and benchmark different funds

Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s configurable algorithm designed to automatically identify the most suitable alternatives to selected funds.


Get started quickly

With our 15 day free trial you can start using our fund comparison tool today.

Fund comparison software built from over 25 years of experience!

  • Extensive experience processing fund data from multiple sources, including customized data feeds
  • Supports multiple languages and currencies
  • Tablet and mobile friendly and optimized for all major browsers
Start your free trial