New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu Advisor Solutions Equisoft for Wealth Advisors The Modern Advisor’s Toolkit Front Office Asset Allocation & Wealth Analysis equisoft/analyze for advisors Product Positioning & Analytics equisoft/analyze for wholesalers Advisor Focused CRM equisoft/connect Planning & Forecasting equisoft/plan Front Office Position Yourself as a Valuable Asset Easily assess retirement strategies from every angle, including education planning and life insurance needs. Create persuasive investment proposals and wealth plans that make you indispensable to clients. Equisoft/analyze for Advisors guides you through the process. Its integrations eliminate time consuming tasks like manual data entry, so you can focus more on your investor’s needs. equisoft/analyze for advisor Manage Client Relationships With More Efficiency 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. equisoft/connect Level Up on Building Better Financial Futures 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. equisoft/plan The Changing Paradigm for Investment Advisor Growth Read the Article Equisoft Is Respected Industry Wide For Efficiency and Ease of Use In the near 30 years that I have worked in this industry, I have been looking for comprehensive software that will allow me to best serve my clients. The tool offered by Equisoft is very comprehensive and once you know how to fully utilize all the capabilities it is second to none (and I have used more than a few). WhiteHaven Take Your Business Further Explore Equisoft Insights for wealth advisor ideas, solutions, and inspiration. Asset Allocation and Wealth Analysis Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health. Read Article Asset Allocation and Wealth Analysis How Financial Advisors Can Leverage New Technology to Exceed Today's Heightened Customer Expectations Why advisors feel the need to continually evolve in order to meet their customers' heightened expectations. Read Article Advisor Productivity A new approach to the 30-second sales pitch for financial advisors No matter how proactive you are, sometimes opportunities will present themselves which makes advisors need a 30-second sales pitch. Read Article Read Our Insights Insights Contact Careers About Us Latest News Equisoft/analyze for Advisors Login Equisoft/centralize Login Equisoft/connect Login Subscribe To Our Insights Newsletter ©2021 Equisoft. All rights reserved. Privacy Terms Security Cookies