Equisoft/Analyze for wholesalers

A sales acceleration platform featuring guided investment product positioning and analytics.

Analyze for Wholesalers offers an interactive, configurable or customizable sales acceleration platform, that enables Wholesalers to identify or create sales opportunities by using a suite of guided and automated investment product positioning and analytics tools. Being armed with a digital platform comprising of portfolio optimization, investment analysis, and report generation tools, Analyze for Wholesalers offers as a value added service, which enables wholesalers to fulfill their new role as business consultants to their advisors. Wholesalers are able to build stronger advisor relationships, improve their own productivity and increase sales.