Best Software for 2025 is now live!
View the Winners
Equisoft/analyze
Editedit
Equisoft/analyze
By Equisoft Inc.
Show rating breakdown
4.8 out of 5 stars
See all 7 Equisoft/analyze reviews
Save to My Lists
Claimed
Claimed
This profile has been claimed by Equisoft/analyze, but it has limited features.
Do you work at Equisoft/analyze? Upgrade your plan to update branding and connect with profile visitors!

Top Rated Equisoft/analyze Alternatives

Sharesight
(1)
3.5 out of 5
Visit WebsiteNew Tab
SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Betterment at Work
(212)
4.1 out of 5
Morningstar Direct
(207)
4.1 out of 5
See all Equisoft/analyze Alternatives

Equisoft/analyze Reviews & Product Details

Editadmin
YL
Adjointe administrative
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
(Original )Information
What do you like best about Equisoft/analyze?

This software is very comprehensive and easy to use. Easy to understand, it calculates everything for us and allows us to forget nothing. Customer service is excellent if we ever have a question or a problem. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

As the software is constantly improving and updating, I have no negative comments. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

We can do a complete ABF in a simple and quick way. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link

Equisoft/analyze Overview

Editedit
What is Equisoft/analyze?

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

Equisoft/analyze Details
Discussions
Equisoft/analyze Community
Show LessShow More
Product Description

Equisoft/analyze for advisors is a comprehensive asset allocation and wealth analysis tool.

Seller Details
Seller
Equisoft Inc.
Year Founded
1994
HQ Location
Montréal, CA
Twitter
@Equisoft
413 Twitter followers
LinkedIn® Page
www.linkedin.com
881 employees on LinkedIn®
Description

Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. Founded in 1994 and privately held, we're on a mission to advance what digital can do for business solutions and processes to enable growth for our clients, partners, our employees and their communities.

VK
Overview Provided by:
Vikas Kalra

Recent Equisoft/analyze Reviews

SB
Sylvain B.Small-Business (50 or fewer emp.)
4.5 out of 5
"The contribution of a professional dimension"
Relatively easy to use once set up, analyze for advisors brings a professional dimension to the establishment of investor profiles and the allocati...
Read more
DC
Daniel C.Small-Business (50 or fewer emp.)
5.0 out of 5
"Equisoft: The future of Insurance CRMs"
The organization is very tidy and most importanlty the connectivity between insurance AGMs and the CRM works wonders!
Read more
YL
Yves L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Excellent software and service"
This software is very comprehensive and easy to use. Easy to understand, it calculates everything for us and allows us to forget nothing. Customer ...
Read more
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Equisoft/analyze Media

Equisoft/analyze Demo - Guided Investment Portfolio Recommendations
Our proprietary 4 step process aligns recommendations with investor’s risk profiles.
Equisoft/analyze Demo - Perform Investment & Portfolio Analytics on Recommendations
Address suitability & know-your-product guidelines with over 20 different institutional-grade analytic metrics. Analytics are based on information from reliable third-party data providers (and even your own custom data feed) and can include mutual funds, ETFs, SMAs, stocks, segregated funds a...
Equisoft/analyze Demo - Empower Recommendations With Flexible “Hypotheticals”
Analysis variables include timeframe, account inflows/outflows, distributions reinvestment, rebalancing thresholds and account tax status.
Answer a few questions to help the Equisoft/analyze community
Have you used Equisoft/analyze before?
Yes

6 out of 7 Total Reviews for Equisoft/analyze

4.8 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
6 out of 7 Total Reviews for Equisoft/analyze
4.8 out of 5
  • Sort By:
    G2 Sort
6 out of 7 Total Reviews for Equisoft/analyze
4.8 out of 5
  • Sort By:
    G2 Sort
G2 reviews are authentic and verified.
Here's how.
DC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Equisoft/analyze?

The organization is very tidy and most importanlty the connectivity between insurance AGMs and the CRM works wonders! Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

There are plently of tools, although it could be difficult to use them all to their full extent without training from Equisoft. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

Organization, there are plenty of tools on the market but none of them have as many built into one as Equisoft. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
SB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
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?

The distinct funds are not all 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 clients that the solution I propose is valid for them. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
JC
Adjointe à la direction - Coordonnatrice de l'administration
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

The ease of using the software and entering data step by step. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

The only negative point I noticed is when we want to submit documents, we can only do it one document at a time, which makes us lose a bit of time! Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

There have been some software bugs, nothing serious that I can remember, but each time, a representative is there to respond to me! Most of my communications are for adding users and it is always very fast! Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
ME
Représentante en épargne collective
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Equisoft/analyze?

The ease, the operation, and the service Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For my part, it's impossible to use it to its maximum, but all the features are great. Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

No matter our question or request, they are always there to help us. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
LS
Assistante
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

Simple for research because everything is in the same place. Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

For the moment, no negative points to report. Review collected by and hosted on G2.com.

Recommendations to others considering Equisoft/analyze:

Good work tool Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

Less research if all the gateways are in place. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Katia L.
KL
Représentante de courtier en épargne collective
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
What do you like best about Equisoft/analyze?

Management of my clientele, report creation Review collected by and hosted on G2.com.

What do you dislike about Equisoft/analyze?

the polls in English ... but also the fact that it often "bugs" Review collected by and hosted on G2.com.

What problems is Equisoft/analyze solving and how is that benefiting you?

I'm sorry, but there is no text provided for translation. Could you please provide the text you would like translated? Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link

Explore More

Best Task Management Software
Vaccine Tracking
Google Cloud Speech-to-Text reviews
Best Graphic Design Software
Hybrid Workplace Trends in 2022
PCB Design Software
Best Payroll Software
Types of Advertising
Code Climate Velocity
Equisoft/analyze