---
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. 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?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-12+15%3A39%3A54+-0500&secure%5Bsession_id%5D=43d5e8f6-ca94-4e07-99ea-900584190412&secure%5Btoken%5D=361d14a1cd7bb688e85281cd1e40f24ed96c2174930bca5d4ff1788264532d87&format=llm_user)

## Equisoft/analyze Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Platform Additional Functionality**
- Dashboard
- Cloud

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Platform Content**
- Automation
- Content Library

**Platform Data**
- Visualization

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Interoperability**
- API

**Platform Performance**
- Reporting

**Agentic AI  - Financial Analytics**
- Proactive Assistance

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