For over a decade Equisoft applications have been providing financial solutions for individual advisors. Asset Allocation Analyst is at the core of many advisor sales initiatives.
Asset Allocation Analyst - Current Web version
To meet the evolving needs of corporate clients (companies and networks) looking for greater conformity to industry regulatory standards and more efficient portfolio management, Asset Allocation Analyst is Web based. An enhanced Web version of the application will soon be available to independent advisors.
Key features:
Successfully sell both proprietary and third party solutions through advanced client analysis and reporting. See a sample investment report.
Easy to use, explain, and understand, the output (industry leading 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 modules to further solidify the client recommendation.
To learn more about the existing Web version of Asset Allocation Analyst, see our presentation: Asset Allocation Analyst Overview (14minutes, high speed and speakers required). You can also contact us.
Purchasing and Renewal - PC version
You can purchase an individual license (PC version) or renew
your current annual subscription by selecting
one of the following options:
(Please be advised that currently we do not support the Vista operating
system.)
Click on the Purchase On-line button to register and make your
payment on-line. Before you proceed, be sure to have your credit
card number and expiration date handy. Once you submit your order
you can then print your payment receipt, which includes your ID(your
email address) and your password. You can then access the Client
Access section to download the software and various documents.
If you are a registered user and would like to renew your subscription online, please click on the Client Access to log in and enter your client ID and password. The system will verify your ID and this will eliminate having to complete the form. Be sure to also have your credit card number and expiration date handy.
