Business development
Client retention
Compliance friendly

Recognized as a portfolio management benchmark in Canada, the Asset Allocation Analyst was created to meet the needs of Investment Advisors geared towards business development and client satisfaction.

The Asset Allocation Analyst, developed by EquiSoft, is available in two distinct versions: PC and Web. Individual PC version licenses are available to Investment Advisors and Financial Planners. Companies and networks can opt for either version depending on their specific requirements.

The key features of the software include: Investor profile Needs analysis Account summary Investor decision grid Benchmark portfolios Customized reports (Click here to view a report) Investment Policy Statement (Click here to view an IPS) Import of back-office data Unlimited customizable portfolio asset models

Registered individual PC users may use the Client Access to update their software.