Our transformative solutions help wealth and asset management professionals address the constantly evolving expectations of their clients with tools that uncover needs, deepen relationships and drive productivity.
Equisoft/analyze helps wealth professionals effectively compare investment products, design suitable portfolios and create powerful proposals and presentations.
Who it's for:
Equisoft/connect is a CRM designed specifically for the wealth management industry. It automates burdensome tasks so advisors can immerse themselves in creating exceptional investment plans for customers.
Who it's for:
Equisoft/plan is a powerful suite of wealth planning tools that drive the customer experience with intensive interpretations of a client’s present, and persuasive proposals for their future.
Who it's for:
Our asset transfer automation and pension administration tools help financial services companies automate and streamline their back-office operations. These products are currently only available in the UK.
Who it’s for:
Learn from the experience and expertise of the Equisoft Wealth Management team.
Mutual Fund Fact Sheets
Asset Allocation and Wealth Analysis
Pensions