Equisoft/Analyze for wholesalers
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The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
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RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
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close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information on Premium features.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information
Ask an Analyst
Ask an analyst is the ability to communicate with one of our analysts about this vendor, system or genre of solution.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us to discuss a subscription.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
You can activate this feature with a VendorMatch Premium subscription. Please click here for more information on Premium features or contact us to discuss a subscription.
To learn more about subscribing to our service options, please contact us here
Overview
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.
Key Features
Statistical analysis tools - Access to interactive graphs and a comprehensive data set of investment statistics.
Benefits:
- Statistical support for the wholesaler's recommendation helps build credibility and helps convince advisors to implement the recommendation = more sales for the wholesaler.
- Helps wholesalers become the "go-to" resource for advisors = increased breadth and depth of advisor relationships = more sales
FundAdvantage - Automated assistant that actively searches for better home team funds based on pre-defined investment parameters.
Benefits:
- Saves the Wholesalers' time.
- Ensures uniformity of product positioning across the organization
Fee compare - A tool designed to effectively compare investments in regards to the fees these products will pay over time.
Benefits:
- For fund companies with a competitive advantage in cost, this feature efficiently highlights the investor costs savings = more sales
Comprehensive Reports
- A html report offering a comprehensive overview of the users' analysis comparison.
- A PDF report offering a deep dive into all the different statistics of the users' analysis.
Benefits:
- Statistical support for the wholesaler's recommendation helps build credibility and helps convince advisors to implement the recommendation = more sales for the wholesaler.
- Ensures uniformity of product positioning across the organization.
- Helps wholesalers become the "go-to" resource for advisors = increased breadth and depth of advisor relationships = more sales
Business Intelligence reports - track which products the sales team is recommending most and which competitors your products are most frequently compared against. The selected metrics can be segmented by region, territory, team or individual.
Benefits:
- Actionable information to guide sales, marketing and product strategies for the fund company.
Key Benefits
- Easily configurable "off the shelf" application
- White Labeled version - Product allows for fully customizable front end
- Integration with several 3rd party data feeds as well as integrations with custom data feeds
- Web-based application - available in all browsers, tablet and mobile responsive
- Successful Accessibility implementations - we can assist a client in applying "AA" accessibility to their front-end
- Multilingual and Multi-currency
Product/Service details
SOLUTION OR SERVICE TYPE