Contact Us | Asset Allocation Analyst

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.

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

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.