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.
Access comprehensive fund comparisons in easy to read, client-friendly formats.
Streamline comprehensive fund filtering and sorting using Fund Advantage, Equisoft’s configurable 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.