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.

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Validated ReviewerSource: OrganicAI Translated

See what 6 reviewers think of Equisoft/analyze

4.8 out of 5 · Verified reviews from real users

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