Equisoft/analyze Reviews

Equisoft/analyze Description

Equisoft/analyze is a comprehensive tool for advisors that allows them to analyze their clients' wealth and allocate assets. Our proprietary 4-step approach aligns recommendations to investors' risk profiles. Over 20 different institutional-grade analytics metrics can be used to address suitability and know-your-product guidelines. Analytics are based on reliable third-party providers of data (and your own custom data feed), and can include mutual fund, ETFs and SMAs. They can also include stocks, segregated accounts, variable annuities, and segregated funds. Analysis variables include account inflows/outflows and distributions reinvestment. Rebalancing thresholds and account tax status are also included. Build retirement plans with cash flows, asset accumulation/de-cumulation, success probability views, and more. Integrate critical illness, disability, and life insurance assessment using guided workflows.