Equisoft/Analyze for advisors

A comprehensive asset allocation and wealth analysis tool.

Analyze for Advisors offers an interactive, configurable or customizable suite that helps advisors grow their business. This industry-leading application includes three advanced modules designed to help advisors save time and build effective, visually compelling wealth management plans for their clients. The Financial Planning module provides financial advisors with a range of comprehensive tools to do in-depth analysis of retirement savings, education savings and insurance coverage needs. The Portfolio Design and Analytics module helps advisors prepare compelling, well-documented proposals and investment policy statements in four easy steps. The Client Portal is a digital, mobile-friendly platform allowing financial institutions and their advisors to leverage “robo” technologies to deliver a secure online experience to their clients. The module addresses many needs ranging from a fully automated solution to a hybrid portal including advisor interaction. All tools are fully customizable and easy-to-use and are designed to create a compliant overview of a client’s current situation and future financial needs.