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Description

Asset managers require deep insights to successfully navigate the ever-evolving market and regulatory landscape. By utilizing Broadridge's comprehensive fund and ETF data for both retail and institutional third-party distribution channels, Market Analytics provides an unmatched perspective on industry flows. This enables firms to make well-informed choices regarding product development, ultimately enhancing marketing and sales performance. Broadridge serves as a unified resource for investigating and comprehending market trends and opportunities. Gain a clear understanding of the competitive environment surrounding funds and ETFs, and acquire a business-centric perspective on assets and net flows in relation to your direct rivals. Our team of representatives and specialists is prepared to offer the solutions necessary for your business's advancement. Witness how Broadridge's data-driven technological solutions can substantially influence your profitability through improved operational efficiency and enhanced insights. Furthermore, the trends in industry fund and ETF flows not only provide valuable insights but also assist in pinpointing potential new business opportunities. By staying informed, asset managers can position themselves strategically for future growth.

Description

Equisoft/analyze for advisors serves as an all-encompassing tool for asset allocation and wealth analysis tailored for financial advisors. Utilizing a unique 4-step methodology, it ensures that recommendations closely match the risk profiles of investors. The platform thoroughly addresses suitability and know-your-product regulations by offering access to over 20 distinct institutional-grade analytic metrics. These analytics are derived from trustworthy third-party data sources, as well as the option to incorporate custom data feeds, and encompass a wide range of investment vehicles such as mutual funds, ETFs, SMAs, stocks, segregated funds, and variable annuities. Key variables in the analysis process include the timeframe of investments, account inflows and outflows, reinvestment of distributions, rebalancing thresholds, and the tax status of accounts. In addition, users can construct retirement plans by evaluating cash flows, asset accumulation and de-cumulation, and success probability assessments, among other features. The tool also facilitates a comprehensive assessment of life, critical illness, and disability insurance, complemented by intuitive guided workflows that enhance the user experience. Furthermore, its sophisticated analytics empower advisors to make well-informed decisions that align with their clients' financial goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/access-unique-distribution-insights/market-analytics

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

www.equisoft.com/products/asset-allocation-analyze-for-advisors

Product Features

Product Features

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