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
  • Create effective client presentations to drive sales
  • Easy to get started and a free 15 day trial
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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 and create effective client presentations.

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Get the details clients need in seconds

Access comprehensive fund comparisons in easy to read, client-friendly formats, and effectively communicate the results to clients and prospects.

A quicker way to suitable alternatives

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Instantly analyze and contrast different funds

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

Why choose Fund Compare?

  • Our unique Fund Advantage feature automatically selects a suitable peer group for comparison, saving you time.
  • Equisoft has been designing and developing effective advisor tools for over 29 years and now boasts a team of over 900 professionals working with over 250 financial institutions worldwide.
  • Equisoft’s SSAE 18 SOC 2 Type 1 certification means your data is safe.