New Research: Technology Capabilities to Improve Agent Experiences at Life Insurers Menu equisoft/analyze for advisors Grow Your Business With Wealth Planning Solutions for Advisors Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. Get a Demo Create Persuasive Investment Proposals, IPS and/or Portfolio Analysis Reports Guided Investment Portfolio Recommendations Our proprietary 4 step process aligns recommendations with investor’s risk profiles. Perform Investment & Portfolio Analytics on Recommendations Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds and variable annuities. Eliminates extra software needs. Empower Recommendations With Flexible “Hypotheticals” Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status. What You Need to Know About the New Client Experience Landscape Read the Article View Retirement Strategies From Every Angle Layer in Extras, Like Education Planning Efficiently Determine Insurance Needs Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views and more. Easily assess education savings needs and establish an optimal strategy. Integrate life, critical illness, and disability insurance assessment with guided workflows. Find More Time for Clients Automate tedious tasks that often take advisors and support away from more valuable activities. Define Your Level of Interaction Go full “robo” for a portion of your client base or create a hybrid solution with advisor interaction in a mobile app environment. Convenient, Secure, and Always Open More channels of access and real time interaction can lead to higher client satisfaction and retention. Designed to Serve the Diverse Needs of Advisors Multiple implementation models, and a wide range of enterprise and advisor settings are designed to serve any firm’s or advisor’s preferences. It’s also multilingual, with support for international currencies. Customizable for Broker-Dealers & Fund Companies Powerful premium features, personalized branding, and advanced customizations are available for enterprise licenses. Everything from brand to process workflow can be tailored to fit your needs. Ideal for Wealth Management and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team The Most Comprehensive Asset Allocation and Wealth Analysis Tool for Advisors 5+ Third-party data providers plus custom data feeds 1,3 M + Investment codes 675,000 + Unique investment options, mutual funds, ETFs & stocks 326 M + Rows of data Equisoft/analyze suite and Client Portal allows financial advisors to offer holistic life and wealth solutions that are scaled to the client’s needs, and the client can choose to interact with us in-person, by phone or online. Co-operators Program Director, Wealth Management Strategy Used by Some of the Best Firms in the Industry Featured Expert Jonathan Georges Vice-President, Wealth Management Solutions Jonathan is a wealth management expert known for implementing digital solutions that increase both efficiency and assets under management. See more insights from Jonathan Contact Jonathan Transform Your Advisors Into Holistic Financial Experts Read the case study to get: Insights into how to increase advisor productivity Strategies for creating a centralized advisor hub Keys to streamlining workflows and centralizing data Access The case study One Time, Fixed-Cost Fee Based on configuration requirements Customization services available Monthly License Options Site license Scaled per user license Customized enterprise license model Ready to Grow Your Business? All fields required* 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