Equisoft/Analyze for advisors

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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.

Key Features

Portfolio design and analytics tools

Helps advisors efficiently prepare compelling, well-documented investment proposals and Investment Policy Statements.


  • Helps advisors close sales
  • Helps advisors remain compliant
  • Helps advisors set appropriate client expectations = client retention

Financial Planning and Insurance Needs Analysis tools

  • Retirement needs analysis - Presents asset accumulation/de-cumulation or retirement income views and allows a user to efficiently create alternate scenarios using sliders
  • Education needs analysis - Education needs assessment by considering different variables, including child’s current age, expected number of years in school, expected cost of studies
  • Insurance needs analysis - Detailed life insurance needs assessment by considering different variables: investor’s current age, expected retirement age, net income, liabilities and existing insurance coverage and the ability to consider assets to be liquidated upon death and liabilities that may already be insured


  • Helps advisors "justify" their fees
  • Advisors can uncover growth opportunities through "hidden" or off-book assets, cash flow surpluses and insurance coverage shortfalls

Client Portal

Digital, mobile-friendly platform allowing financial institutions and their advisors to leverage “robo” technologies to deliver a secure online experience as flexible as required, ranging from a fully automated solution to a hybrid portal including advisor interaction.


  • Automates many of the time-consuming prospecting, data capture, onboarding and servicing tasks usually performed by advisors and support staff.
  • Provides another convenient channel for investors to interact with their advisor and/or financial institution resulting in higher client satisfaction and client retention.

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.


  • Enhanced advisor value proposition in an environment of increasing fee and regulator sensitivity.

End-to-end solution for wealth management


  • Save time and money with a one-stop robust wealth planning solution, eliminating the need to purchase/access multiple systems.
  • Advisors can implement a systematic and scalable business model tom increase the value of their practice.

Key Benefits

  • Easily configurable "off the shelf" application; the possibility to enable only applicable modules that allow an enterprise to create a unique experience.
  • 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