Asset Allocation Analyst

Streamlined process that couples comprehensive analysis with speed and efficiency.
Client data import through back-office integration minimizes the time required to generate reports.
Customizable interface and reports at the corporate and/or user level.
Integrated financial planning and life insurance tools.

Clients

EquiSoft's growing client list includes prestigious companies from around the world.

is used daily by thousands of financial advisors worldwide

The ideal sales and marketing platform for funds of funds, wrap programs, ETF portfolios and other products.

Simplified sales process to increase sales.

Create personalized client proposals in minutes.