Equisoft/analyze es una solución completa que envuelve la evaluación de las necesidades financieras de un cliente en una experiencia que crea el tipo de relación cliente-asesor que conduce a más ingresos.
Integrate with back-offices, custodians and data aggregation services to auto populate investment account details. Leaving you spending more time with clients, not their data.
Equisoft/connect is an advisor focused CRM specifically designed for the needs of wealth advisors. It understands how your role depends on effectively managing relationships, and is loaded with features designed to optimize your time for it.
Deliver incredibly comprehensive financial portraits of your client’s present situation, with the kind of integrated guidance that makes you more effective at improving their future.
Equisoft/plan is an all-in-on wealth planning solution used by thousands of advisors. It also helps with one of the most time consuming and difficult areas of your business — compliance.
Jonathan Georges
Vicepresidente, Soluciones de gestión patrimonial, Equisoft
Explore los recursos de Equisoft en busca de ideas, soluciones e inspiración para corredores/distribuidores.
Análisis de necesidades financieras
Asignación de Activos y Análisis de Gestión de Patrimonios
Sistema de gestión de agencias