Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Whale Alerts serves as a comprehensive platform for monitoring significant cryptocurrency transactions and analyzing on-chain data in real time. It meticulously tracks substantial blockchain movements across major digital assets, identifies inflows and outflows on exchanges, and provides valuable insights into whale behaviors that may precede notable price changes. The platform features live feeds of whale transactions, instant alerts via Telegram, detailed analytics on exchange net flows, indicators of whale sentiment, and customizable dashboards for observing accumulation, distribution, and potential selling pressure trends. Users have the capability to monitor assets including BTC, ETH, stablecoins, and various altcoins, while filtering alerts based on asset type and transaction specifics, ensuring rapid notifications for any major whale activity. Whale Alerts is tailored for a diverse audience, including traders, investors, analysts, research teams, and trading groups who require precise, immediate signals from the blockchain market devoid of extraneous distractions. This makes it an invaluable tool for those looking to stay ahead in the fast-paced world of cryptocurrency trading.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alchemy
Claude Code
Codex CLI

Integrations

Alchemy
Claude Code
Codex CLI

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

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

Vendor Details

Company Name

Whale Alerts

Founded

2026

Country

United States

Website

whale-alerts.com

Product Features

Product Features

Alternatives

Alternatives

SIMON Reviews

SIMON

SIMON Markets