With offices in Montreal, Toronto and Philadelphia, EquiSoft serves clients across Canada, the United States and around the world.

For more information about the Asset Allocation Analyst and our suite of integrated tools, call our toll-free dedicated support line:

1 866 790-3141

or email us at: info@wealthelements.com

Investment Product Manufacturers

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

Brokers and dealers

Simplified sales process to increase sales.

Individual advisors

Create personalized client proposals in minutes.