--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Equisoft/analyze but has limited features. Are you part of the Equisoft/analyze team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool. * * * Seller [Equisoft Inc.](https://www.g2.com/sellers/equisoft-inc) Discussions [Equisoft/analyze Community](https://www.g2.com/products/equisoft-analyze/discuss) Overview by Vikas Kalra Show More ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/equisoft-analyze/competitors/alternatives) ## User Insights Average based on 7 real user reviews. [Log in to unlock pricing and user insights](/login) DC Daniel C. Small-Business (50 or fewer emp.) 2/16/2023 "Equisoft: The future of Insurance CRMs" 5/5 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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic SB Sylvain B. Small-Business (50 or fewer emp.) 2/16/2023 "The contribution of a professional dimension" 4.5/5 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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated JC Jessica C. Adjointe à la direction - Coordonnatrice de l'administration 7/11/2022 "Fast and efficient customer service! Easy-to-use software." 5/5 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. 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! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated YL Yves L. Adjointe administrative Small-Business (50 or fewer emp.) 7/8/2022 "Excellent software and service" 5/5 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. What problems is Equisoft/analyze solving and how is that benefiting you? We can perform a complete ABF in a simple and quick manner. Review collected by and hosted on G2.com. Show More 7/14/2022 Validated ReviewerSource: OrganicAI Translated ME Mélanie E. Représentante en épargne collective 7/13/2022 Business partner of the seller or seller's competitor, not included in G2 scores. "Ease" 5/5 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. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated LS Louise S. Assistante Small-Business (50 or fewer emp.) 7/11/2022 "Easy and clear analysis for the client" 5/5 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. Recommendations to others considering Equisoft/analyze: Good work tool Review collected by and hosted on G2.com. What problems is Equisoft/analyze solving and how is that benefiting you? Less research if all the gateways are in place. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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