Conduct detailed audits between multiple products
Analyze and assess products from every angle with one view and create effective client presentations.
Guide clients with informed advice and investment product suitability, without compromising on compliance.
Fund Compare is designed to help advisors effectively conduct detailed head-to-head investment product comparisons.
Analyze and assess products from every angle with one view and create effective client presentations.
Access comprehensive fund comparisons in easy to read, client-friendly formats, and effectively communicate the results to clients and prospects.
Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s proprietary algorithm designed to automatically identify the most suitable alternatives to selected funds.
With our 15 day free trial you can start using our fund comparison tool today.