New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu Product Manufacturer Solutions Equisoft for Asset Management The Modern Asset Manager'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 Power Advisor Partnerships for More Sales Enable the distribution network, broker-dealers and advisors with the tools and intelligence that drive more revenue. Equisoft/analyze for Advisors directly impacts how broker-dealers and advisors work with your organization. It perfectly positions products in the spotlight, with a focus on your fund’s line-up competitive advantage. equisoft/analyze for advisors Help Wholesalers and Products to Stand Out The main industry solution for enabling sales teams to persuasively showcase their unique value proposition to advisors with fund & portfolio analytics, comparaisons, data insights and more. Equisoft/Analyze for Wholesalers streamlines your sales ecosystem by integrating third-party investment product data sources, your own proprietary data sets, CRM, and sales reporting tools into a seamless experience. equisoft/analyze for wholesalers The Evolving Investment Distribution Landscape for Asset Managers Read the Article We have worked with some of the best minds in the industry and designed an optimal sales platform that helps asset managers effectively position their investment solutions within the financial advisor community Jonathan Georges Vice President, Wealth Management Solutions, Equisoft Equisoft Asset Management Solutions Are Respected Industry Wide Take Your Business Further Explore Equisoft Insights for asset manager ideas, solutions, and inspiration. Wholesaler Productivity Fund Wholesalers: 2 Critical Steps to Crank Up your Portfolio Design Game Top-producing advisors, no longer have any interest in meeting with wholesalers who persist in a product pitch approach to their role. Read Article Asset Allocation and Wealth Analysis New Entrants Threaten Financial Services Companies How customer expectations are driving the need for highly personalized service. Read Article Wholesaler Productivity 3 Ways Technology Can Optimize the Wholesaler Role We look at 3 ways technology can help optimize the life of wholesalers. Read Article Visit 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