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
Try free for 15 days

Start Your Free Trial

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

Start a 15 day free trial

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.

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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