--- title: Equisoft/analyze Reviews meta_title: 'Equisoft/analyze Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Equisoft/analyze works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 7 scale: '5' date_modified: '2025-03-10' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Equisoft/analyze Reviews **Vendor:** Equisoft Inc. **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.8/5.0 **Total Reviews:** 7 ## About Equisoft/analyze Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. ## Equisoft/analyze Reviews ### 1. Equisoft: The future of Insurance CRMs **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **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! **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. **What problems is Equisoft/analyze solving and how is that benefiting you?** Organization, there are plenty of tools on the market but none of them have as many built into one as Equisoft. ### 2. The contribution of a professional dimension **Rating:** 4.5/5.0 stars **Reviewed by:** Sylvain B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2023 **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. **What do you dislike about Equisoft/analyze?** Not all distinct funds are represented. **What problems is Equisoft/analyze solving and how is that benefiting you?** By working with this product, I am able to demonstrate to the clients that the solution I am proposing to them is suitable for them. ### 3. Fast and efficient customer service! Easy-to-use software. **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica C. | Adjointe à la direction - Coordonnatrice de l'administration **Reviewed Date:** July 11, 2022 **What do you like best about Equisoft/analyze?** The ease of using the software and entering data step by step. **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! **What problems is Equisoft/analyze solving and how is that benefiting you?** There have been some software bugs, nothing serious that I can remember, but each time, a representative is there to respond to me! Most of my communications are for adding users and it's always very quick! ### 4. Excellent software and service **Rating:** 5.0/5.0 stars **Reviewed by:** Yves L. | Adjointe administrative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2022 **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. **What do you dislike about Equisoft/analyze?** As the software is constantly improving and updating, I have no negative comments. **What problems is Equisoft/analyze solving and how is that benefiting you?** We can perform a complete ABF in a simple and quick manner. ### 5. Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Mélanie E. | Représentante en épargne collective **Reviewed Date:** July 13, 2022 **What do you like best about Equisoft/analyze?** Ease, operation, and service **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. **What problems is Equisoft/analyze solving and how is that benefiting you?** No matter our question or request, they are always there to help us. ### 6. Easy and clear analysis for the client **Rating:** 5.0/5.0 stars **Reviewed by:** Louise S. | Assistante, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Equisoft/analyze?** Simple for research because everything is in the same place. **What do you dislike about Equisoft/analyze?** For the moment, no negative points to report **Recommendations to others considering Equisoft/analyze:** Good work tool **What problems is Equisoft/analyze solving and how is that benefiting you?** Less research if all the gateways are in place. ### 7. Excellent! **Rating:** 4.0/5.0 stars **Reviewed by:** Katia L. | Représentante de courtier en épargne collective , Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2022 **What do you like best about Equisoft/analyze?** Client management, create report **What do you dislike about Equisoft/analyze?** the surveys in English ... but also the fact that it often "bugs" **What problems is Equisoft/analyze solving and how is that benefiting you?** ? - [View Equisoft/analyze pricing details and edition comparison](https://www.g2.com/products/equisoft-analyze/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-30+15%3A14%3A27+-0500&secure%5Bsession_id%5D=94980b55-9caf-4cb6-8e61-372d4de3d3c1&secure%5Btoken%5D=3f23cee6073f8f51ed4a40ac858900b94882bf530dca1333563daeec05c467df&format=llm_user) ## Equisoft/analyze Features **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Platform Additional Functionality** - Dashboard - Cloud **Integration** - Data aggregation - Accounting Integration - Risk Management **Platform Content** - Automation - Content Library **Platform Data** - Visualization **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Platform Interoperability** - API **Platform Performance** - Reporting **Agentic AI - Financial Analytics** - Proactive Assistance ## Top Equisoft/analyze Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (547 reviews) - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (423 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)