Partnership Opportunities

Expanding our distribution channels internationally is a key part of the Equisoft corporate vision.

"Integrated" Partners

Whether it be back office systems, data providers or client relationship management (CRM) systems, EquiSoft is always seeking reputable  partners with platforms in which the Asset Allocation Analyst can be seamlessly integrated.

For example:

CRM and back office suppliers: White-labelled versions of our tools and applications can be easily integrated within your platform and branded according to your guidelines.

Data providers: Complement your basket of products and diversify your revenue source while enhancing the value of your data-feed by channelling it through one or several of our tools and applications.

As an integrated partner, your product shelf expands in a complementary manner and enhances your value proposition without incurring additional risk.

International Distribution Partners

EquiSoft establishes distribution or re-selling agreements with reputable organizations and individuals with strong relationships in their region's financial sector to effectively penetrate all world markets.

  • Quickly target additional revenue opportunities and maximize the full potential of your existing client base - without additonal costs or risks.
  • Asset Allocation Analyst (and all integrated tools) can be re-sold as a seamless extension to your product line-up. You retain control of the relationship with the client.
  • EquiSoft supports our distribution partners' efforts by providing complete global hosting, customer and sales support.

Contact us for more information regarding our partnership program or international reselling and distribution opportunities.

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.