Equisoft/Analyze for wholesalers

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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.

Automated assistant

  • The assistant actively searches for better "home team" funds based on pre-defined investment parameters.

Fee compare

  • A tool designed to effectively compare investments in regards to the fees these products will pay over time.

Comprehensive Reports

  • A PDF report offering a deep dive into all the different statistics of the users' analysis.

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.


  • Easily configurable and customizable to meet specific business needs. 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. Multilingual and Multi-currency.

Key Benefits

Statistical support for the wholesaler's recommendation helps build credibility and helps convince advisors to implement the recommendation. Helps wholesalers become the "go-to" resource for advisors = increased breadth and depth of advisor relationships. Saves the Wholesalers' time. Ensures uniformity of product positioning across the organization. Actionable information to guide sales, marketing and product strategies for the fund company.