Asset Allocation Analyst

Asset Allocation Analyst is an Industry leading investment planning (MPT) global financial software application adaptable to specific corporate needs. As global integration increases and institutions expand internationally, financial institutions have looked to Equisoft's Asset Allocation Analyst to efficiently standardize the sales process while enforcing brand loyalty. Institutions can adopt our advisor software as a turn-key solution or customize the system according to corporate needs.

Custom enhanced Web version

Click here to see a sample of our brand-new investment report.

Key features

  • A Sales Driven Application with modules tailored to the Mass, Mass Affluent and High Net Worth advisor segments.
  • A prospecting and portfolio management tool that enhances the client/advisor relationship anywhere in the world in any market.
  • Superlative investment planning allows for the managing of multiple client financial objectives with speed, efficiency and minimum effort.
  • Portfolio construction, Monitoring and Rebalancing is now combined in a single easy to use solution.
  • Access over 30 Fundata and Morningstar Global data feeds (Mutual Funds, Equities, ETF's, SMA's, Hedge Funds..)
  • Over 100 International currencies available for a global firm-wide solution.
  • Industry leading custom reports streamlined for the prospecting and presentation process generated in minutes.
  • Access to over 40 powerful analytical statistics using traditional as well as probabilistic Monte Carlo Analysis.
  • The Ideal sales solution for Fund of Funds and proprietary Portfolio Products.


Some other key features

  • Choose the appropriate software tool according to the client situation i.e.; Quick Proposal, Prospecting a Portfolio, Multiple Financial Objectives, Financial Tools and Calculators.
  • Easy to use, explain, and understand the output (industry leading customizable investment report).
  • Save time through the rapid importation of client data and investment values from the back office directly into the software, and auto populate critical fields.
  • Access the Integrated Tools and Calculators module to further solidify the sales process.
  • Compliance-friendly Investment Policy Statement.
  • Integrated forms module.

Industry leading reporting capabilities