Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EquisoftLive offers a flexible pricing model where you pay solely for the features you select. Each package comes with the Standard option, allowing you to add any additional features you may require. The Standard package provides two user accounts for your convenience. With EquisoftLive, managing vital horse information and associated expenses becomes a breeze. After entering data into your secure database, generating invoices can be accomplished within seconds, considering factors like shared ownership, changes in keep rates, and various other details. As an online horse management system, EquisoftLive allows you to access your horse information from any computer or mobile device as long as you have internet connectivity. This accessibility ensures that you can keep track of your horse management needs no matter where you are. The user-friendly interface ensures that even those with limited technical expertise can navigate the system effortlessly.
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
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
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EquisoftLive
Founded
1991
Country
Ireland
Website
www.equisoftlive.com
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/asset-allocation-analyze-for-advisors
Product Features
Breeder
Cat Breeding
No
Dog Breeding
No
Goat Breeding
No
Horse Breeding
No
Plant Breeding
No
Rabbit Breeding
No
Horse
Billing & Invoicing
Yes
Breeding Management
Yes
Client Database
Yes
Expense Tracking
Yes
Feed Management
No
Horse Database
Yes
Horse Records
Yes
Income Statements
No
Medical Records
Yes