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Equisoft/analyze Reviews & Product Details

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Equisoft/analyze Media

Equisoft/analyze Demo - Guided Investment Portfolio Recommendations
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Equisoft/analyze Demo - Perform Investment & Portfolio Analytics on Recommendations
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds a...
Equisoft/analyze Demo - Empower Recommendations With Flexible “Hypotheticals”
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.
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Equisoft/analyze Reviews (7)

Reviews

Equisoft/analyze Reviews (7)

4.8
7 reviews
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DC
Small-Business (50 or fewer emp.)
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"Equisoft: The future of Insurance CRMs"
What do you like best about Equisoft/analyze?

The organization is very tidy and most importanlty the connectivity between insurance AGMs and the CRM works wonders! Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

There are plently of tools, although it could be difficult to use them all to their full extent without training from Equisoft. Review collected by and hosted on G2.com.

SB
Small-Business (50 or fewer emp.)
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"The contribution of a professional dimension"
What do you like best about Equisoft/analyze?

Relatively easy to use once set up, analyze for advisors brings a professional dimension to the establishment of investor profiles and the allocation of suggested portfolios. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

Not all distinct funds are represented. Review collected by and hosted on G2.com.

JC
Adjointe à la direction - Coordonnatrice de l'administration
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"Fast and efficient customer service! Easy-to-use software."
What do you like best about Equisoft/analyze?

The ease of using the software and entering data step by step. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

The only negative point I noticed is that when we want to submit documents, we can only do it one document at a time, which makes us lose a bit of time! Review collected by and hosted on G2.com.

YL
Adjointe administrative
Small-Business (50 or fewer emp.)
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"Excellent software and service"
What do you like best about Equisoft/analyze?

This software is very comprehensive and easy to use. Easy to understand, it calculates everything for us and ensures we don't forget anything. The customer service is excellent if we ever have a question or a problem. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

As the software is constantly improving and updating, I have no negative comments. Review collected by and hosted on G2.com.

ME
Représentante en épargne collective
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Business partner of the seller or seller's competitor, not included in G2 scores.
"Ease"
What do you like best about Equisoft/analyze?

Ease, operation, and service Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For my part, it's impossible to use it to its fullest, but all the features are great. Review collected by and hosted on G2.com.

LS
Assistante
Small-Business (50 or fewer emp.)
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"Easy and clear analysis for the client"
What do you like best about Equisoft/analyze?

Simple for research because everything is in the same place. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For the moment, no negative points to report Review collected by and hosted on G2.com.

Katia L.
KL
Représentante de courtier en épargne collective
Small-Business (50 or fewer emp.)
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"Excellent!"
What do you like best about Equisoft/analyze?

Client management, create report Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

the surveys in English ... but also the fact that it often "bugs" Review collected by and hosted on G2.com.

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Investment Portfolio Management
Financial Analytics
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